Insurance and Wealth Associate,Prospr Job Toronto area,Ontario Canada,Sales

Position: Insurance and Wealth Associate, Prospr by Sun Life

Job Description

Be part of a unique change!...At Sun Life Financial the client is at the centre of everything we do. As an in our newly created Prospr by Sun Life team 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 play an integral role supporting new and existing clients with service needs as well as encouraging them to consult with our fully licensed Prospr Advisors who will provide holistic Life, Health and Wealth solutions.

You are an effective communicator who possesses outstanding customer service skills and consistently demonstrates professionalism? You are flexible and can adapt within an ambiguous environment with shifting priorities? You are a solution oriented and use 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 professional development?

Above all, if you get satisfaction and enjoyment in helping others apply today.

Reporting to the Sales Manager, Prospr by Sun Life, you will:

Answer calls from our existing Prospr block of clients with the goal of fulfilling their service needs

Make outbound calls to clients who have submitted service requests; service requests include but are not limited to policy level changes, beneficiary changes, and account reviews

Make outbound calls to new and existing clients to identify new sales opportunities and offer financial planning services

Manage the death claims process and fulfill outstanding death claims

Support and triage clients entering the Prospr platform through the chat function

What do you need to succeed?

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

Experience in blended or outbound Call Centre or telephone service

Knowledge / experience within the financial services industry

Strong relationship building and problem solving skills

Availability on a variable schedule Monday to Friday between 8am to 8pm

Ability to leverage digital tools to create engaging client interactions

Adaptable and resourceful

Why join our Team? The reasons are as diverse as the people who work here. Here are some examples of what’s in it for you:

Work virtually from your dedicated home while still having a strong team environment office during the COVID 19 pandemic and transition to our Sun Life office located in downtown Toronto after the pandemic

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 by Sun Life 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

Assets:

Bilingualism (English & French)

Investment Funds in Canada (Mutual Funds/“IFIC” or CIFC) or the Life Insurance License (“LLQP”)

Knowledge of Sun Life Individual Insurance and Investment products

Experience using for client relationship management platform (CRM)