Hybrid Insurance Rollover Consultant – Toronto

Sunlife

Toronto

Hybrid

CAD 65,000 - 98,000

Full time

7 days ago
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Benefits offered by this job

Quarterly bonus (sales targets)
Hybrid work in Toronto
Flexible benefits package
Licensing fees covered

Job summary

Sun Life is looking for a licensed Financial Services Consultant for its Client Services team in Downtown Toronto. You will handle inbound calls and video chats to assist members in converting group benefits to individual plans, offering tailored recommendations and helping clients transition smoothly.

The role requires a valid LLQP license, 2–3 years of sales experience in financial services, strong communication skills and the ability to build rapport remotely.

Qualifications

  • 2-3 years of related sales experience in the financial services industry preferred.
  • Experience selling insurance products over the phone is an asset.
  • College or university degree or equivalent related experience.

Responsibilities

  • Receive inbound calls and transferred sales leads from Sunlife’s Group Benefits members converting to individual plans.
  • Provide consultation by reviewing options and recommending solutions that meet client needs.
  • Contribute to sales targets by meeting or exceeding objectives.

Skills

2-3 years sales experience
Phone sales
Interpersonal skills
Active listening
Rapport building
LLQP license

Education

College or University degree or equivalent

Job description

Sun Life is looking for a licensed Financial Services Consultant for its Client Services team in Downtown Toronto. You will handle inbound calls and video chats to assist members in converting group benefits to individual plans, offering tailored recommendations and helping clients transition smoothly.

The role requires a valid LLQP license, 2–3 years of sales experience in financial services, strong communication skills and the ability to build rapport remotely.

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