Insurance Associate

Sun Life Financial; Toronto; Hybrid; CAD 49,000 - 81,000; Full time

Job summary

Join a leading company dedicated to helping clients achieve financial security as an Insurance Associate. You'll engage clients transitioning from employer plans, offering tailored financial solutions and support, all within a dynamic and collaborative environment that fosters personal growth and career progression.

Benefits

15 days vacation per year

Flexible Benefits

Pension, stock, and savings programs

Wellness programs

Licensing fees covered

Career progression opportunities

Qualifications

• Excellent verbal and written communication skills with the ability to build credibility.
• Preferred experience within an outbound or blended call centre.

Responsibilities

• Proactively make calls to clients needing financial solutions.
• Encourage clients to understand their conversion rights with licensed representatives.
• Maintain a large pipeline of clients to ensure timely contact.

Skills

Communication

Active Listening

Client Service

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

Job Description:

This role is hybrid. It's required to come in office (downtown Toronto) once per week.

At Sun Life the client is at the Centre of everything we do. As an Insurance Associate your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will play an integral role towards supporting clients who are leaving their employer plan by encouraging them to consult with licensed representatives who can detail insurance solutions relevant to their unique situations.

You are a team player who enjoys encouraging our clients become better informed of their financial stability as they go through a career transition. You are a solution oriented, strong communicator, who uses active listening to understand clients unique situations and highlight the importance of receiving professional advice. As a member of the Client Solutions Centre (CSC) you will benefit from our culture of coaching and support; through motivational and inspirational leadership your Rollover Sales Manager will empower you to make a difference in our clients’ lives.

What will you do:

• Proactively make calls to Group Benefits clients who are leaving their employer and looking to find solutions to satisfy their life insurance, critical illness and health and dental needs

• Encourage the importance for member to understand conversion rights and review financial security with a licensed representative

• Maintain a large pipeline of clients to ensure members are contacted in a timely fashion

• Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice

• Foster and participate in a work environment that values people, invites creativity, and celebrates learning

• Stay informed of departmental and industry product, policy, and procedure changes

• Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience

What do you need to succeed:

• Excellent verbal and written communication skills with the ability to build credibility and rapport

• Preferred experience within an outbound or blended call Centre

What's in it for you?

• 15 days vacation per year

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension, stock and savings programs to help build and enhance your future financial security

• Wellness programs that support the three pillars of your health – mental, physical and financial

• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

• Licensing fees covered

• The opportunity to work in an environment committed to continuous improvement as well as personal growth and development

• The opportunity for career progression by consistently exceeding your performance goals

• The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas.

#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:

49,000/49 000 - 80,200/80 200

Job Category:

Customer Service / Operations

Posting End Date:

11/07/2025