Prospr Advisor - Core

Sun Life; Toronto; Híbrido; CAD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Competitive salary

Annual incentive plan

Comprehensive benefits

Employee matched pension plan

Stock purchase plan

Licensing fees covered

3 weeks paid vacation

Career development opportunities

Descripción de la vacante

You are a LLQP certified Prospr Advisor at Sun Life, providing holistic Life, Health and Wealth solutions to new and existing clients. You’ll identify needs, tailor recommendations and help Canadians meet short and long-term financial goals, with a strong emphasis on service excellence.

The role involves proactive client engagement by phone and digital tools, collaboration with a Branch Manager, and continuous improvement to enhance client experience and product offerings.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Excellent communication

Relationship building

Problem solving

Adaptable and resourceful

Phone-based sales

Active listening

Educación

LLQP certification

Bachelor degree or 2+ years experience

Herramientas

Salesforce.com

Descripción del empleo

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

Be part of a unique change!. At Sun Life Financial the client is at the center of everything we do. As an LLQP certified Prospr Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new and existing clients.You are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution oriented and effective communicator, who uses active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and your professional development? Above all, you do get satisfaction and enjoyment in helping others?

What will you do?

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 environmentwhich values people, invites creativity, celebrates learning and accountability and encourages employee engagement

What do you need to succeed?

• 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

What will be nice to have:

• Life License (LLQP) certification
• Experience in blended or outbound Call Centre or telephone servicing
• Sun Life Individual Insurance product knowledge
• Experience using Salesforce.comfor client relationship management
• Ability to leverage digital tools to create engaging client interactions

What’s in it for you:

• Work under a hybrid model where you get to balance home and life by collaborating with your peers and managers in our Sun Life offices located in downtown Toronto a few days per week.
• Competitive Salary and annual incentive plan
• A Comprehensive benefits package which includes: Medical, dental, life, and disability insurance
• Employee matched pension plan
• Stock purchase plan
• 3 weeks paid vacation
• Licensing fees covered
• The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
• The ability to be part of a new and evolving Prospr Team – you will be contributing to shaping the future of the business!
• The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard

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 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.

Hybrid Organization

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.

Sun Life Overview

Shine together At Sunlife, 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 build lifetime financial security and lead healthier lives. As a team of 68,000 across 28 markets, our impact is far-reaching, and locally relevant. There’s power in numbers. As part of Sunlife’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 Sunlife, 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 Sunlife Careers