Third - party risk manager overseeing Sun Life’s enterprise TPRM governance and compliance program. Enhancing policy, monitoring risk indicators, analyzing vendor data, and guiding business risk teams.
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Assurance and accounting student supporting BDO Canada client engagements in Toronto and Oakville. Preparing financial statements, gathering evidence, and developing toward CPA designation.
Analyste PU chez iA Financial Group, spécialisée en assurance, épargne et gestion de patrimoine. Analyse de polices vie universelle, transactions complexes et solutions de financement.
Bilingual RBC Insurance Advisor providing personalized home and auto coverage advice by phone. Assessing client needs, underwriting policies, and recommending solutions across Quebec.
Remote licensed health insurance advisor conducting scheduled phone and virtual consultations. Reviewing plan options, explaining coverage, and assisting members with compliant enrollment.
Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
Commercial Insurance Broker supporting Accounts, New Business, or Renewals for Zensurance’s digital - first commercial insurance platform. Advising clients, managing policies, growing revenue, and retaining accounts.
Investigation Advisor investigating health and dental claim fraud for iA Financial Group. Analyzing suspicious patterns, documenting findings, and improving fraud - detection tools.
Agent d’assurance dommages en formation rémunérée chez iA, assureur canadien. Vente de contrats automobile et habitation et accompagnement de clients.
Risk manager leading AML/KYC initiatives, regulatory change, and operational risk governance for American Express Canada. Advising stakeholders and reporting progress to senior leadership.