Bilingual Financial Service Consultant- Insurance

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

Benefits offered by this job

Licensing fees covered

Hybrid work arrangement

Base salary + incentives

Job summary

Sun Life is hiring a Financial Services Consultant (FSC) to manage a pipeline of leads from members leaving employer plans and to convert them to Sun Life insurance solutions. This hybrid role requires you to work from the Montreal office once per week and leverage a strong sales ethic to meet and exceed targets.

You will provide phone consultations, build product expertise, and collaborate with the Career Sales Force to expand multi-product sales.

Qualifications

• Bilingual communication required for frequent interactions across Canada and worldwide.
• Strong interpersonal, written and oral communication skills.
• Ability to handle multiple priorities in a fast-paced environment.
• Professional and friendly attitude with rapport-building over the phone.

Responsibilities

• Receive inbound calls and sales leads from GB members leaving employer plans.
• Provide phone consultations and recommend insurance solutions.
• Build expertise on Sun Life’s range of insurance products.
• Support multi-product selling and partner with Sun Life’s Career Sales Force.
• Meet quality assurance and performance metrics.
• Contribute to rollover protection sales targets.

Skills

Bilingual (FR/EN)

Interpersonal skills

Listening & questioning

Self-starter

Closing skills

Ability to learn new software

Education

Life Insurance License (LLQP/PQAP)

Job description

Sep 15, 2026

CA$58,000 - CA$93,000/year

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 relatedsales and/or service experience (sales experience preferred)

Maximize your earning potential

Competitive Base Salary with the potential to earn up to 20% to 30% extra income

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.

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.

Sun Life is a global financial services leader offering insurance and investment solutions to enhance financial security and promote healthier living for individuals and families.