Support clients with service needs as a Wealth and Insurance Associate. Engage with clients to facilitate financial planning and manage claims while enhancing their overall security and health.
This role involves connecting with existing clients to fulfill their service requests and outreach to offer additional financial planning services. You will manage the death claims process and assist clients as they enter the platform. Strong communication and problem-solving skills are crucial to build relationships and identify sales opportunities.
Key Responsibilities: • Respond to client service requests efficiently • Conduct outreach to identify new sales opportunities • Manage the death claims process with care • Support new clients through chat interactions • Assist with policy and beneficiary changes
Requirements: • Experience in outbound call center services • Solid verbal and written communication skills • Background in financial services preferred • Ability to leverage digital tools effectively • Flexible schedule availability Monday to Friday
Utilize your skills to enhance client relationships and provide exceptional service in financial planning and insurance. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g992v
📌 Wealth and Insurance Client Associate (Toronto)
🏢 Sun Life
📍 Toronto
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