Prospr Advisor - Core
Sun Life Financial Voir toutes les offres
- Toronto, ON
- 60.000-97.000 $ par an
- Permanent
- Temps-plein
- Proactively call and take calls from new and existing insurance clients, with the goal of providing holistic advice.
- Engage with individual insurance clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals.
- Assess clients’ financial needs and recommend an appropriate insurance solution to meet those needs.
- Conduct investment risk assessments and provide solutions aligned with their investment profile.
- Work closely with Branch Manager and support teams to stay current on product and regulatory updates.
- Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered.
- Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement.
- Bachelor degree or 2+ years of relevant experience
- Valid sales and service experience (preferably in insurance)
- Strong knowledge and passion of retail insurance products
- Experience doing business over the phone
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Excellent communication skills, both written and verbal
- Strong relationship building skills
- Strong problem solving skills
- Adaptable and resourceful
- A valid and active Life License or courses completed (LLQP certification), allowing you to obtain the license immediately following the hire.
- Life License (LLQP) certification
- Experience in blended or outbound Call Centre or telephone servicing
- Sun Life Individual Insurance product knowledge
- Experience using Salesforce.com for client relationship management
- Ability to leverage digital tools to create engaging client interactions
- We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
- Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Pension, stock and savings programs to help build and enhance your future financial security.