Manager leading Sun Life’s Prospr service - to - sales teams across insurance and wealth support. Coaching employees, improving operations and identifying client - focused sales opportunities.
About the role
- Desjardins telework advisor developing member/client relationships and selling specialized financial products. Providing personalized service and supporting retention across Quebec locations.
Responsibilities
- Solicit, develop and maintain business relationships with members and clients
- Provide customer service and sell specialized products and services through multiple distribution channels
- Establish advisory relationships by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products and services and ensure satisfaction
- Review client needs, compile and analyze data, handle requests and follow up
- Assist members and clients, listen to their needs and propose personalized solutions
- Help identify operational risks and opportunities for improvement
- Stay current on standards, products and services in the field
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Ability to establish advisory relationships and identify current and potential client needs
- Ability to advise on specialized products and services
- Ability to review client needs and compile and analyze data
- Ability to handle requests and follow up as needed
- Ability to propose personalized solutions
- Knowledge of standards, products and services in the field
- Action oriented
- Customer Focus
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
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