Elevate your career as a Mortgage Advisor with Sun Life Financial, working a hybrid mode. Engage with clients to provide tailored Life & Health solutions and make impactful financial recommendations.
This role is part of the Prospr Team, where you will work flexible schedule from 12 PM to 8 PM, Monday to Friday. Your responsibilities include proactive communication with insurance and investment clients to assess their needs. You'll also help Canadians prepare for retirement by using planning tools tailored to individual goals.
Key Responsibilities:
• Provide holistic Life & Health solutions to clients • Engage clients through calls and digital tools • Assess clients' financial needs for insurance solutions • Assist clients in retirement readiness planning • Collaborate with management for product updates
Requirements: • Bachelor’s degree or 2+ years of relevant experience • Sales experience, preferably in insurance • Solid knowledge of retail insurance products • Excellent communication skills, written and verbal • Life License (LLQP) certification or courses completed
Become a key player in transforming client experiences at Sun Life Financial, leveraging your communication and problem-solving skills. #J-18808-Ljbffr
📌 Mortgage Advisor At Sun Life Financial Winnipeg
🏢 Sun Life
📍 Winnipeg
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