Financial Security Advisor, Insurance
Sun Life
Halifax, Nova Scotia
3d ago

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.

Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description :

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant; Insurance Rollover your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

As a member of our Client Services team what will you do?

  • Support Sun Life clients with their insurance needs by speaking with clients over the phone / video and providing recommendations that meet their needs.
  • Receive inbound calls and transferred sales leadsfrom Sun Life’s Group Benefits members who are leaving their employer benefit plan and want to convert their health and dental, life insurance and / or critical illness benefits to an individual plan.
  • Provide consultation to members by reviewing their options and recommending solutions that are aligned to their needs and help them through a period of transition.
  • Contribute to sales targets by meeting or exceeding objectives.
  • What you need to succeed :

  • Valid and active Life Insurance License or Insurance of person license in Quebec -obligatory
  • Bilingualism-obligatory
  • Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.
  • Minimum of 2-3 years of sales / service experience is required.
  • Completion or a college or university degree or equivalent related experience
  • Strong interpersonal and communication skills
  • Ability to quickly build rapport and relationships with clients over the phone / video conferencing
  • Effective listening skills and the ability to ask probing questions to understand needs
  • Self motivated and have the ability to work independently
  • Certified Employee Benefit Specialist Program-an asset
  • Experience selling insurance products over the phone is an asset.
  • Our Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.

    Employees are scheduled for a consistent shift three out of four weeks. Most employees work 9-5 p.m. or 10-6 p.m. Typical shifts are as follows :

    12 8 p.m.

    Your Manager will work with you to identify a primary shift that works best for your needs i.e. 10-6 p.m. You will work this shift for 3 weeks and on the 4th week you may be scheduled for a less popular shift time i.e. 12 8 p.m.

    What's in it for you?

  • Work virtually from your dedicated home office during the COVID 19 pandemic. Following the pandemic you may chose to continue to work from homeor work from one of our office locations.
  • A focus on the mental, physical and financial health and wellbeing of our Employees; helping you to bring your best self to work.
  • Competitive base salary with a quarterly bonus based on sales results.
  • Rewards and Recognitions program which celebrates performance excellence
  • Comprehensive flexible benefits program including :
  • Medical, dental, life, critical illness and disability insurance
  • Lumino Health Virtual Care
  • Robust defined contribution pension plan
  • Stock Ownership and Savings Programs
  • 3 weeks paid vacation to start which increases with service
  • Tuition assistance
  • Licensing fees covered
  • Career growth and professional development opportunities.
  • Dynamic team environment and coaching from Managers
  • The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors.

    In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.

    Certain sales focused roles have sales incentive plans based on individual or group sales results.

    Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues.

    We welcome applications from qualified individuals from all backgrounds.

    Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside sunlife.com.

    We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

    Salary Range : 49 400 / - 80 800 /

    Job Category : Sales - SIP

    Posting End Date : 11 / 09 / 2020

    11 / 09 / 2020

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