LLQP Certified Insurance Advisor — Hybrid & Growth

Sun Life; Toronto; Hybrid; CAD 65,000 - 98,000; Full time

Benefits offered by this job

Hybrid work model

Competitive salary + incentive plan

Comprehensive benefits: medical, dent,

Life and disability insurance

Employee matched pension plan

Stock purchase plan

3 weeks paid vacation

Licensing fees covered

Job summary

Sun Life Financial is seeking a LLQP certified Prospr Advisor to place the client at the center of every interaction. You will call or engage clients, assess needs and recommend insurance solutions while aligning with their goals and risk profiles.

You will collaborate with a Branch Manager and teams to stay current on products and regulatory updates in a flexible hybrid setting in downtown Toronto. The role emphasizes continuous improvement, client experience, and driving results in a dynamic

Qualifications

• Bachelor degree or 2+ years of relevant experience.
• Valid sales and service experience (preferably in insurance).
• Strong knowledge and passion of retail insurance products.
• Experience doing business over the phone.
• Availability on a variable schedule Monday to Friday between 8am to 8pm.
• Excellent communication skills, both written and verbal.
• Strong relationship building skills.
• Strong problem solving skills.
• Adaptable and resourceful.

Responsibilities

• Proactively call and take calls from new and existing insurance clients, with the goal of providing holistic advice.
• Engage with individual insurance clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals.
• Assess clients’ financial needs and recommend an appropriate insurance solution to meet those needs.
• Conduct investment risk assessments and provide solutions aligned with their investment profile.
• Work closely with Branch Manager and support teams to stay current on product and regulatory updates.
• Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered.
• Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement.

Skills

Proactive communication

Phone experience

Relationship building

Problem solving

Adaptability

Education

Bachelor's degree or 2+ years experience

Job description

Sun Life Financial is seeking a LLQP certified Prospr Advisor to place the client at the center of every interaction. You will call or engage clients, assess needs and recommend insurance solutions while aligning with their goals and risk profiles.

You will collaborate with a Branch Manager and teams to stay current on products and regulatory updates in a flexible hybrid setting in downtown Toronto. The role emphasizes continuous improvement, client experience, and driving results in a dynamic