Licensed Insurance & Financial Services Advisor

Sun Life; 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

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.