Mortgage Advisor, Prospr by Sun Life (Toronto)

Mortgage Advisor, Prospr by Sun Life (Toronto)

06 Aug
|
Sun Life Financial
|
Toronto

06 Aug

Sun Life Financial

Toronto

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 who are experts in their fields and share knowledge with you. As part of Sun Life Financial, you will serve clients with holistic Life & Health solutions as a LLQP certified Prospr Advisor during the 12PM-8PM shift (Monday‑Friday).

Why Join

Us?

- Hybrid model balancing home and office, with teams collaborating in our Toronto office a few days per week.
- Competitive salary and annual incentive plan.
- Comprehensive advantages package: medical, dental, life, and disability insurance; employee‑matched pension plan; stock purchase plan; 3 weeks paid vacation; licensing fees covered.
- Opportunity for continuous improvement, personal growth, and career development.
- Contribute to a new and evolving Prospr Team and shape the future of the business.
- Positive, dynamic, collaborative environment that encourages ideas and employee engagement.

Responsibilities - Proactively call and take calls from new and existing insurance and investment clients to provide holistic advice.

- Engage with individual insurance clients over the phone and through digital tools to identify needs and recommend aligned solutions.
- Assess clients’ financial needs and recommend appropriate insurance solutions.
- Help clients be ‘retirement ready’ through planning tools.
- Work closely with the Branch Manager and support teams to stay current on product and regulatory updates.
- Maintain registration and licensing in good standing as an Insurance Advisor across Canada.
- Identify continuous improvement opportunities to enhance the client experience and services.




- Participate in a workplace that values people, creativity, learning, accountability, and employee engagement.

Qualifications - Bachelor’s degree or 2+ years of relevant experience.

- Valid sales and service experience, preferably in insurance.
- Strong knowledge and passion for retail insurance products.
- Experience doing business over the phone.
- Strong knowledge and understanding of the insurance industry and compliance.
- Availability on a variable schedule Monday to Friday between 8am and 8pm.
- Excellent communication skills, both written and verbal.
- Strong relationship‑building skills.
- Strong problem‑solving skills.
- Adaptable and resourceful.

Required

Licensing - A valid and active Life License (CIRO), or LLQP certification completed and able to obtain the license immediately after hire. Assets - LLQP certification.

- Experience in a blended or outbound call centre or telephone servicing.
- Sun Life Individual Insurance product knowledge.
- Experience using Salesforce.com for client relationship management.
- Ability to use digital tools to create engaging client interactions.

Compensation and Benefits Base compensation typically ranges between $60,000 and $62,000 annually.

Eligible Sun

Life employees participate in various incentive plans, payments of which are discretionary and based on individual and company performance.

EEO Statement Diversity and inclusion are at the core of Sun Life’s values. We welcome applicants from all backgrounds. Persons with disabilities who need accommodation in the application process or who need a job posting in an alternative format may email a request to [email protected].

Additional Details Job Category: Sales – Client Relationship Management Posting End Date: March08,2026

📌 Mortgage Advisor, Prospr by Sun Life (Toronto)
🏢 Sun Life Financial
📍 Toronto

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