Job Description:
Be part ofa uniquechange!. At Sun Life Financial the client is at the center of everything we do. As an LLQP certified Prospr Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.
As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new and existing clients.You are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution orientedandeffectivecommunicator, who uses active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and your professional development?
Above all, you do get satisfaction and enjoyment in helping others? If so, apply or reach out to our recruiter Ben today! Hes friendly, available for all your questions and has a lot of information to share.
What will you do?
- 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 teams ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
- Foster and participate in a work environmentwhich values people, invites creativity, celebrates learning and accountability and encourages employee engagement
What do you need to succeed?
- 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
What will be nice to have:
- Life License (LLQP) certification
- Experience in blended or outbound Call Centre or telephone servicing
- Sun Life Individual Insurance product knowledge
- Experience using Salesforce.comfor client relationship management
- Ability to leverage digital tools to create engaging client interactions
Whats in it for you:
- Work under a hybrid model where you get to balance home and life by collaborating with your peers and managers in our Sun Life offices located in downtown Toronto a few days per week.
- CompetitiveSalary and annual incentive plan
- A Comprehensive benefits package which includes:
- Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
- The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
- The ability to be part ofa newandevolvingProspr Team 64 you will be contributing to shaping the future of the business!
- Thechanceto work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideasand be heard
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 - Client Relationship Management
Posting End Date:
12/11/2026
