Financial Service Consultant- Insurance

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

Job summary

A leading financial services company in Montreal seeks a Financial Services Consultant to provide insurance solutions to clients. This hybrid role requires engaging members over the phone, understanding their needs, and recommending appropriate solutions. The ideal candidate is bilingual, has strong communication skills, and a valid insurance license. Competitive salary, comprehensive benefits, and a supportive work environment are offered.

Benefits

Competitive Base Salary

Comprehensive benefits package

Performance bonuses

Tuition assistance

Three weeks paid vacation

Qualifications

• Strong interpersonal, written, and oral communication skills.
• Must possess a friendly attitude and rapport-building skills.
• Effective management of multiple priorities in fast-paced environment.

Responsibilities

• Engage with members over the phone to identify their insurance needs.
• Provide consultations and recommend insurance solutions.
• Build expertise on Insurance products and fulfill sales targets.

Skills

Interpersonal skills

Bilingualism (French, English)

Listening skills

Problem-solving

Strong work ethic

Influencing and closing skills

Software navigation

Education

Valid Life Insurance License (A1)

Minimum 2 years of sales/service experience

Job description

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:

• Strong 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.
• Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections
• Strong 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 (A1)
• Minimum 2 years of relatedsales and/or service experience (sales experience preferred)
• Excellent communication skills

Maximize your earning potential:

Every day you can make money based on effort, while helping people at the same time

• 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.

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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:

05/12/2025