AVP leading Sun Life’s insurance distribution strategy, advisor relationships and regional sales execution. Building leadership capability and sustainable life and health insurance growth.
About the role
- Personal Insurance Sales Advisor selling and retaining personal insurance policies for BrokerLink. Quoting business, developing client relationships, and supporting insurer documentation across Ontario offices.
Responsibilities
- Sell new policies/write new business to existing or new clients and retain existing book of business
- Quote new business through outbound call initiatives, introductory letters, and walk-in clients
- Conduct outbound calls to warm leads to identify sales opportunities and build client relationships
- Contact Underwriters and Adjusters to discuss guidelines and policies
- Prepare documentation for insurers, complete client applications, and issue insurance certificates
- Keep current on underwriting rules and workflow processes
- Actively participate in training initiatives
- Participate in community marketing initiatives
- Process accounts receivable activities
- Provide guidance and assistance as requested
Requirements
- 1–3 years of sales experience required
- Ability to work a regular schedule of 12:00 p.m. to 8:00 p.m.
- Minimum 1-year Personal Insurance experience preferred
- RIBO License is an asset
- Exposure to Epic is an asset
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Must be eligible to work in Canada from the anticipated start date and throughout employment
- No employer sponsorship or immigration-related support provided
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account
- Share plan and other savings
- Incentive programs
- Employee Share Purchase Plan (ESPP) with BrokerLink matching a portion of contributions
- Group RRSP with company matching DPSP offerings
Job title
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Degree requirement
No Education Requirement
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