At a Glance
- Tasks: Advise clients on insurance rollovers and recommend tailored solutions.
- Company: Join Sun Life, a leader in financial services with a supportive culture.
- Benefits: Flexible hybrid work, competitive salary, and opportunities for growth.
- Other info: Dynamic role with a focus on client relationships and professional development.
- Why this job: Make a real difference in clients' lives while achieving your sales goals.
- Qualifications: Active Life Insurance License and 2-3 years of sales experience required.
The predicted salary is between 49500 - 60500 $ per year.
Use your Life Insurance License to advise Sun Life clients through insurance rollovers in a hybrid consulting role beginning January 2027.
As a licensed Financial Services Consultant, you will support Group Benefits members transitioning from employer coverage.
Your work will focus on health and dental, life insurance, and critical illness options.
You will recommend individual solutions aligned with client needs while contributing to sales objectives.
Key Responsibilities
- Receive inbound calls and transferred sales leads from Group Benefits members
- Review insurance conversion options during client consultations
- Recommend individual plans aligned with client needs
- Support clients by phone and video conferencing
- Meet or exceed established sales objectives
Requirements
- Valid and active Life Insurance License (LLQP)
- Two to three years of sales or service experience
- College or university degree, or equivalent related experience
- Strong verbal, written, interpersonal, and listening skills
- Ability to work independently and build client rapport
Apply your insurance consultation, client communication, and sales experience to help Sun Life members secure individual coverage.
Insurance Rollover Financial Consultant in Toronto employer: sunlife
At Sun Life, we pride ourselves on being an exceptional employer that fosters a warm, supportive, and inclusive culture. As a Communications Advisor in Corporate Real Estate, you'll collaborate with passionate colleagues and inspiring leaders who are dedicated to your growth and success. With competitive salaries, flexible benefits, and a commitment to diversity and inclusion, you'll have the opportunity to make a meaningful impact on our Clients' lives while enjoying a fulfilling career in a dynamic environment.
