Explore a rewarding career as a Mortgage Advisor at Sun Life Financial, where the hybrid work model complements your expertise in client solutions. Your role will focus on delivering tailored advice in a supportive setting in Toronto.
As a certified LLQP Prospr Advisor, you will connect with clients, assess their financial needs, and provide comprehensive insurance recommendations. Engaging with clients through both calls and digital tools, your role requires a solid understanding of the insurance landscape and compliance. Collaboration with the Branch Manager ensures that you remain informed about key updates in the product line.
Key Responsibilities:
• Proactively handle calls from recent and existing clients
• Engage individual clients to identify needs and offer solutions
• Support clients in retirement planning
• Collaborate with internal teams for compliance and product updates
• Enhance client experiences through ongoing improvements
Requirements:
• Bachelor’s degree or equivalent 2+ years experience
• Proven experience in sales and service, especially insurance
• Excellent communication skills, both written and verbal
• Deep understanding of the insurance industry
• Adaptability and resourcefulness in client interactions
Shape your career as a Mortgage Advisor and enhance client interactions at Sun Life Financial.
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📌 Mortgage Advisor – Hybrid Role At Sun Life Ontario
🏢 Sun Life Financial
📍 Ontario
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