Job Description:It's an hybrid position. You will have to come in office (downtown Montreal) once per week.As a Financial Services Consultant (FSC) you are a self-starter who enjoys building relationships, managing a pipeline of leads and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you. The journey of uncovering a member's needs and recommending Insurance solutions to satisfy those needs inspires you.
Reporting to the Sales Manager, Client Solutions you will:- Receive inbound calls and transferred sales leads from Group Benefits (GB) members who are leaving their employer, and want to convert their health and dental, life insurance and/or critical illness policies
- Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs
- Build expertise on our range of Insurance products
- Fulfill the requirements of all key strategic priorities i.e. multi-product selling and partnering with Sun Life's Career Sales Force
- Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems
- Meet Quality Assurance Requirements and other key performance metrics
- Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets
Specific knowledge, skills, and abilities:- Interpersonal, written, and oral communication skills
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
- Listening skills and the ability to ask probing questions, understand concerns, and overcome objections
- Work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone.
- Must possess and be able to demonstrate strong influencing and closing skills.
- Ability to learn and navigate new software quickly
What you bring to the table:- Valid and active Life Insurance License (LLQP/PQAP)
- Minimum 2 years of related sales and/or service experience (sales experience preferred)
- Excellent communication skills
Maximize your earning potential:- Competitive Base Salary with the potential to earn up to 20% to 30% extra income
- Comprehensive benefits package including:
- Medical, dental, life, and disability insurance
- Stock purchase plan
- 3 week paid vacation
- Tuition assistance
- Licensing fees covered
- Foster environment of continuous education committed to personal growth and development
#LI-Hybrid
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:65,000/65 000 - 98,000/98 000
Job Category:Sales - SIP
Posting End Date:30/10/2026
