Bilingual Financial Service Consultant – Insurance

Posted 13 hours ago

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About the role

  • Bilingual insurance consultant converting employer-plan members for Sun Life, a global financial-services company. Recommending insurance solutions by phone and meeting sales and premium targets.

Responsibilities

  • Receive inbound calls and transferred sales leads from Group Benefits members leaving their employer and seeking to convert health and dental, life insurance, and/or critical illness policies
  • Provide phone consultations by reviewing insurance options and recommending solutions aligned with members’ needs
  • Build expertise on Sun Life’s range of insurance products
  • Fulfill strategic priorities including multi-product selling and partnering with Sun Life’s Career Sales Force
  • Resolve problems by clarifying issues, researching answers and alternatives, implementing solutions, and 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
  • Report to the Sales Manager, Client Solutions

Requirements

  • Bilingualism in French and English, both oral and written, required
  • Valid and active Life Insurance License (LLQP/PQAP)
  • Minimum 2 years of related sales and/or service experience
  • Excellent interpersonal, written, and oral communication skills
  • Ability to listen, ask probing questions, understand concerns, and overcome objections
  • Self-starter with the ability to manage multiple priorities and adapt to change in a fast-paced environment
  • Professional and friendly attitude with the ability to quickly develop rapport with customers over the phone
  • Strong influencing and closing skills
  • Ability to learn and navigate new software quickly

Benefits

  • Competitive Base Salary 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
  • Continuous education committed to personal growth and development
  • Flexible work environment with the choice to work from the office and virtually

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$58,000 - CA$93,000 per year

Degree requirement

Professional Certificate

Location requirements

HybridMontrealCanada

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