Financial Services Consultant- Insurance

Sun Life

Toronto, Canada
Base: competitive base salary; bonus/equity: quart...
Hybrid
Valid life insurance license (llqp)
2-3 years financial services sales experience
Phone and video conferencing communication skills
This role supports Sun Life clients by reviewing their options and recommending solutions aligned to their needs during a period of transition

Job Summary

  • This role supports Sun Life clients by reviewing their options and recommending solutions aligned to their needs during a period of transition.
  • Employees receive inbound calls and transferred sales leads from Group Benefits members leaving their employer benefit plan with no cold calling required.
  • The position offers a competitive base salary with quarterly bonuses, comprehensive flexible benefits, and a robust defined contribution pension plan.

Matching Summary

This role supports Sun Life clients by reviewing their options and recommending solutions aligned to their needs during a period of transition.

Salary

Base: Competitive base salary; Bonus/Equity: Quarterly bonus based on sales results; Benefits: Comprehensive flexible benefits including medical, dental, life, critical illness, disability, and pension plan

Skills & Requirements

Must-have

  • Valid Life Insurance License (LLQP)
  • 2-3 years financial services sales experience
  • Phone and video conferencing communication skills

Nice-to-have

  • Experience selling insurance products over the phone
  • Strong interpersonal and relationship building skills
  • Ability to work independently and self-motivated

Key Requirements

  • Minimum 2-3 years related sales experience in financial services
  • Completion of college or university degree or equivalent
  • Active Life Insurance License (LLQP) mandatory

Work Rights

Not specified

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