Financial Service Consultant- Insurance

Sun Life Financial; Montreal; On-site; CAD 56,000 - 93,000; Full time

Job summary

A financial services company in Montreal is seeking a Financial Service Consultant to manage relationships and recommend insurance solutions over the phone. This hybrid position requires strong communication skills in both English and French. The role offers a competitive salary of $56,000 to $93,000, with opportunities to earn additional income through performance-based incentives.

Benefits

Medical, dental, life and disability insurance

Stock purchase plan

3 weeks paid vacation

Tuition assistance

Qualifications

• Experience in sales or service roles is preferred.
• Excellent communication skills are essential.

Responsibilities

• Manage a pipeline of leads and provide phone consultations.
• Recommend insurance solutions to satisfied member needs.
• Fulfill strategic priorities in multi-product selling.

Skills

Strong interpersonal skills

Bilingualism (French, English)

Strong listening skills

Professional and friendly attitude

Strong influencing and closing skills

Education

Valid and active Life Insurance License (A1)

Minimum 2 years of related sales/service experience

Job description

Financial Service Consultant- Insurance

Financial Service Consultant- Insurance

Apply locations Montreal, Quebec | Full time | Posted on Posted 8 Days Ago | Job requisition id JR00112987

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

Job Description:

This role is to start end of August.

It's a hybrid position. You will need to come to the 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:

1. 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.
2. Provide phone consultation to members with insurance needs by reviewing options and recommending solutions aligned with their needs.
3. Build expertise on our range of Insurance products.
4. Fulfill the requirements of all key strategic priorities, including multi-product selling and partnering with Sun Life’s Career Sales Force.
5. Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.
6. Meet Quality Assurance Requirements and other key performance metrics.
7. 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 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 attitude, able to manage multiple priorities and adapt to change within a fast-paced environment.
• Professional and friendly attitude, with the ability to quickly develop rapport over the phone.
• 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 related sales 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 weeks 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: 56,000 - 93,000

Job Category: Sales - SIP

Posting End Date: 30/08/2025