Financial Services Consultant - Insurance Sales

Sun Life Assurance Company of Canada; Toronto; Hybrid; CAD 65,000 - 98,000; Full time

Benefits offered by this job

Hybrid work model

Diversity and inclusion

Longstanding company (150+ years)

Job summary

Sun Life invites you to join our Client Services team as a licensed Financial Services Consultant. You will assist clients over phone/video, recommending insurance solutions during benefit plan transitions and conversions.

With an LLQP license and 2–3 years of sales/service experience, you will build rapport, listen actively, and work independently to meet sales targets in a hybrid environment that blends office and remote work.

Qualifications

• Valid and active Life Insurance License (LLQP).
• Minimum of 2-3 years of related sales experience in financial services preferred.
• Minimum of 2-3 years of sales/service experience required.
• College or university degree or equivalent related experience.
• Strong interpersonal and communication skills (verbal and written).
• Ability to build rapport with clients over phone/video.
• Self-motivation and ability to work independently.
• CEBs program certification is an asset.
• Experience selling insurance products over the phone.

Responsibilities

• Support Sun Life clients with insurance needs by phone/video and provide recommendations.
• Receive inbound calls and transferred sales leads from Group Benefits members converting to individual plans.
• Provide consultation by reviewing options and aligning solutions to client needs.
• Contribute to sales targets by meeting or exceeding objectives.

Skills

Interpersonal skills

Phone-based sales

Active listening

Self-motivated

Education

College/University degree

Tools

LLQP license

CEBS (asset)

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: Start date: January 2027 At Sunlife, our clients are at the centre of everything we do. As a licensed Financial Services Consultant (FSC); Insurance Rollover your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our Client Services team.

What will you do?

• Support Sunlife clients with their insurance needs by speaking with clients over the phone / video and providing recommendations that meet their needs.
• Receive inbound calls and transferred sales leads (no cold calling) from Sunlife’s Group Benefits members who are leaving their employer benefit plan and want to convert their health and dental, life insurance and/or critical illness benefits to an individual plan.
• Provide consultation to members by reviewing their options and recommending solutions that are aligned to their needs and help them through a period of transition.
• Contribute to sales targets by meeting or exceeding objectives.

What you need to succeed:

• Valid and active Life Insurance License (LLQP)
• Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.
• Minimum of 2-3 years of sales / service experience is required.
• Completion or a college or university degree or equivalent related experience
• Strong interpersonal and communication skills (verbal and written)
• Ability to quickly build rapport and relationships with clients over the phone / video conferencing
• Effective listening skills and the ability to ask probing questions to understand needs
• Self motivated and have the ability to work independently
• Certified Employee Benefit Specialist Program (CEBs) -an asset
• Experience selling insurance products over the phone

What's in it for you?

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative and inclusive culture
• A collaborative and interactive team environment
• Being part of our journey in developing the next greatest digital experience
• Working together, sharing common values and encouraging growth & achievement
• Joining a reputable organization with over 150 years of history
• Certified Great Place to Work in Canada in 2026 #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.

Salary Range: 65,000/65 000 - 98,000/98 000

Job Category: Sales - SIP

Posting End Date: 11/11/2026

Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sun Life Careers