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.
About the role
- Bilingual insurance consultant converting employer-plan members for Sun Life, a global financial services company. Recommending insurance solutions and meeting sales targets through phone consultations.
Responsibilities
- Receive inbound calls and transferred sales leads from Group Benefits members leaving their employer and seeking to convert insurance policies
- Provide phone consultations by reviewing insurance options and recommending needs-aligned solutions
- Build expertise in Sun Life’s insurance products
- Fulfill strategic priorities including multi-product selling and partnering with Sun Life’s Career Sales Force
- Resolve customer problems by researching answers, implementing solutions, and escalating unresolved issues
- Meet Quality Assurance requirements and 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
- Sales experience preferred
- Interpersonal, written, and oral communication skills
- Listening skills and ability to ask probing questions, understand concerns, and overcome objections
- Ability to manage multiple priorities and adapt to change in a fast-paced business environment
- Professional and friendly attitude
- 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 from both the office and virtually
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