Hybrid Financial Services Consultant Role (Montreal)

Hybrid Financial Services Consultant Role (Montreal)

23 Aug
|
Sun Life Financial
|
Montreal

23 Aug

Sun Life Financial

Montreal

Join Sun Life as a Financial Services Consultant in Montreal, where hybrid work meets client service excellence. You'll provide insurance solutions through engaging consultations with clients. In this role, you will connect with members transitioning from employer-sponsored plans, uncovering their insurance needs and recommending appropriate solutions.

Your ability to build relationships, manage a sales pipeline, and navigate client issues effectively will play a crucial role in your success. Bilingualism in French and English is essential for this position, supporting diverse client interactions. Key Responsibilities:

- Answer inbound calls from Group Perks members
- Offer customized insurance consultations based on needs
- Build knowledge of Sun Life’s insurance products
- Collaborate to achieve multi-product sales targets
- Resolve client queries and escalate complex issues Requirements:
- Valid Life Insurance License (LLQP/PQAP)
- Two years of sales or service experience preferred
- Excellent communication and listening abilities
- Strong relationship-building skills
- Bilingual proficiency in French and English Utilize your expertise in financial services to drive client satisfaction and success at Sun Life.

📌 Hybrid Financial Services Consultant Role (Montreal)
🏢 Sun Life Financial
📍 Montreal

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