Bilingual Financial Service Consultant- Insurance

It's a hybrid position. You will be required to come into the office (downtown Montreal) once per week.

About the role

As a Financial Services Consultant (FSC), you are a self-starter who enjoys building relationships, managing a pipeline of leads, and showcasing the value Sun Life brings. You will engage members over the phone who are leaving their employer plans, uncover their needs, and recommend insurance solutions to meet those needs.

Responsibilities

• Receive inbound calls and transferred sales leads from Group Benefits (GB) members who are leaving their employer and want to convert their health and dental, life insurance, and/or critical illness policies.
• Provide phone consultation to members by reviewing their options and recommending solutions aligned with their needs.
• Build expertise on Sun Life’s range of insurance products.
• Fulfill key strategic priorities, including multi-product selling and partnering with Sun Life’s Career Sales Force.
• Resolve problems by clarifying issues, researching answers, exploring alternative solutions, 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.

Requirements

• Valid and active Life Insurance License (LLQP/PQAP).
• Minimum 2 years of related sales and/or service experience (sales experience preferred).
• Bilingualism (French and English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

Skills

• Strong interpersonal, written, and oral communication skills.
• Excellent listening skills and the ability to ask probing questions, understand concerns, and overcome objections.
• Self-starter with a strong work ethic, able 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

• Comprehensive benefits package including medical, dental, life, and disability insurance.
• Stock purchase plan.
• 3 weeks of paid vacation.
• Tuition assistance.
• Licensing fees covered.
• Fostered environment of continuous education committed to personal growth and development.

Pay

Competitive base salary with the potential to earn up to 20% to 30% extra income. The base pay range is $58,000 – $93,000.