Job Description:Location: Hybrid (two days a week in office- Downtown Toronto)
Schedule:- Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.
- Employees are scheduled for a consistent shift three out of four weeks.
At Sunlife, our clients are at the centre of everything we do. As a licensed
Financial Services Consultant;Insurance Rollover your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.
As a member of our Client Services team, you will support Sunlife clients with their insurance needs by speaking with clients over the phone / video and providing recommendations that meet their needs.
What will you do:- Receive inbound calls and transferred sales leads (no cold calling) from Sunlife's Group Benefits members who are leaving their employer benefit plan and want to convert their health and dental, life insurance and/or critical illness benefits to an individual plan.
- Provide consultation to members by reviewing their options and recommending solutions that are aligned to their needs and help them through a period of transition.
- Contribute to sales targets by meeting or exceeding objectives.
What you need to succeed:- Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.
- Experience selling insurance products over the phone is an asset.
- Completion or a college or university degree or equivalent related experience
- Strong interpersonal and communication skills (verbal and written)
- Ability to quickly build rapport and relationships with clients over the phone / video conferencing
- Effective listening skills and the ability to ask probing questions to understand needs
- Self motivated and have the ability to work independently
Mandatory requirement:- Valid and active Life Insurance License (LLQP)
What we have to offer:- A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work.
- Competitive base salary with a quarterly bonus based on sales results.
- Rewards and Recognitions program which celebrates performance excellence
Comprehensive flexible benefits program including:- Medical, dental, life, critical illness, and disability insurance
- Lumino Health Virtual Care
- Robust defined contribution pension plan
- Stock Ownership and Savings Programs
- Tuition assistance
- Licensing fees covered
- Career growth and professional development opportunities.
- Dynamic team environment and coaching from Managers.
- Hybrid work environment
#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.
Salary Range:65,000/65 000 - 98,000/98 000
Job Category:Sales - SIP
Posting End Date:14/11/2026
