Join Sun Life Financial as a Mortgage Advisor working hybrid hours from 12 PM to 8 PM. Help clients achieve financial security through tailored insurance solutions and holistic advice. In this key role, you’ll engage with clients to assess financial needs and recommend the right insurance products.
As part of the Prospr team, you will shape financial futures while working with experienced colleagues. This position requires effective communication skills and a passion for helping clients meet their financial goals. Key Responsibilities:
- Call and assist new and existing insurance clients
- Offer tailored insurance solutions based on client needs
- Help clients prepare for retirement using planning tools
- Work closely with the Branch Manager on updates
- Identify opportunities for continuous client experience improvement Requirements:
- Bachelor’s degree or 2+ years of relevant experience
- Valid Life License (LLQP certification preferred)
- Solid knowledge of retail insurance products
- Excellent communication and relationship-building skills
- Dynamic problem-solving ability and resourcefulness Shape the financial journey for clients while thriving in a collaborative environment at Sun Life Financial.
📌 Mortgage Advisor at Sun Life Financial (Salmon Arm)
🏢 Sun Life
📍 Salmon Arm
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