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FUTURE OPPORTUNITY - Financial Services Consultant - SAL06800



Job Description

 Please apply online at

You are a self-starter who enjoys building relationships, managing a pipeline of leads and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you. The journey of uncovering a member’s needs and recommending Insurance solutions to satisfy those needs inspires you.

 Reporting to the Sales Manager, Client Solutions you will:

  • Receive inbound calls and transferred sales leads from Group Benefits (GB) members who are leaving their employer, and want to convert their health and dental, life insurance and/or critical illness policies
  • Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs
  • Build expertise on our range of Insurance products
  • Fulfill the requirements of all key strategic priorities i.e. multi-product selling and partnering with Sun Life’s Career Sales Force
  • Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems
  • Meet Quality Assurance Requirements and other key performance metrics
  • Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets

Specific Knowledge, Skills, and Abilities:

  • Strong interpersonal, written, and oral communication skills
  • Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections
  • Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
  • Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone.
  • Must possess and be able to demonstrate strong influencing and closing skills.
  • Ability to learn and navigate new software quickly

Maximize Your Earning Potential:

  • Every day you can make money based on effort, while helping people at the same time
  • Base income with the potential to earn up to 20% to 30% extra income
  • Comprehensive benefits package including:
  • Medical, dental, life, and disability insurance
  • Stock purchase plan
  • 3 week paid vacation
  • Tuition assistance
  • Licensing fees covered
  • Foster environment of continuous education committed to personal growth and development

What You Bring To The Table:

  • Willingness to obtain a valid and active Life Insurance License (LLQP) within 6 weeks of start date, as a requirement for the role 
  • Minimum 2 years of related sales and/or service experience (sales experience preferred)
  • Excellent communication skills
Please apply online at
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 thebrightside@sunlife.comLI-MH1

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Posting Date: 21-Feb-2017Insurance Permanent, Full-Time Open 131-Mar-2017
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