Bilingual Document Specialist supporting a positive customer experience in Group Benefits Administration at Sun Life by processing documents and managing inquiries.
About the role
- Mortgage Specialist providing customized mortgage solutions and advice to clients while collaborating within the community. Build loyalty through relationship development and personalized service.
Responsibilities
- Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence
- Develop a loyal client base by providing exceptional mortgage advice and financial solutions
- Collaborate with RBC partners to anchor external business
- Take the initiative to provide advice and solutions to clients, meeting their individual needs
- Remain mobile to be accessible and accommodate clients’ preferences
Requirements
- Proficiency in Farsi
- Minimum 3 years of proven success in a sales-oriented role, ideally in financial services or real estate
- A solid network in your community, resulting in referrals, new clients and increased business
- Proven ability to build trust and maintain long-term client relationships
- Ability to cultivate strong relationships with internal partners
- Self-starter who works independently and seeks out answers
- Nice-to-have: Fluent in Cantonese, Mandarin, Portuguese or Arabic
- Previous experience as a mortgage lender
- Strong knowledge of the mortgage origination business and home financing products
- Excellent presentation and organizational skills
Benefits
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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