Bilingual Financial Service Consultant- Insurance

Sun Life; Ottawa; Hybrid; CAD 58,000 - 93,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits package

Stock purchase plan

3 weeks paid vacation

Tuition assistance

Licensing fees covered

Job summary

Sun Life seeks a Financial Services Consultant to manage a pipeline, build relationships with members leaving employer plans, and recommend Sun Life insurance solutions over the phone. The role requires a self-starter attitude, strong communication, and ability to close sales.

The position is hybrid, with weekly in-office attendance in Montreal, reporting to Sales Manager, Client Solutions. Licensing and licensing support are provided, with incentive plans based on performance.

Qualifications

• Active Life Insurance License (LLQP/PQAP) required.
• Minimum 2 years of related sales or service experience, preferably in insurance.
• Bilingual in French and English for Canada-wide interactions.

Responsibilities

• Handle inbound calls and convert leads from Group Benefits members.
• Provide phone consultations and recommend suitable insurance solutions.
• Build product knowledge across Sun Life's insurance offerings.
• Meet targets for multi-product selling and collaboration with the Career Sales Force.

Skills

Interpersonal skills

Bilingual French/English

Listening skills

Closing skills

Rapport building

Software navigation

Education

Life Insurance License (LLQP/PQAP)

Tools

CRM software

Microsoft Office

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

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

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.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail].

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:

58,000/58 000 - 93,000/93 000

Job Category:

Sales - SIP

Posting End Date:

24/09/2026