Financial Services Consultant - Bilingual (Montreal)

Financial Services Consultant - Bilingual (Montreal)

25 Aug
|
Sun Life
|
Montreal

25 Aug

Sun Life

Montreal

Empower clients as a Bilingual Financial Services Consultant at Sun Life. This hybrid role allows you to engage clients in both French and English while working toward their financial wellness.

Based in downtown Montreal, you’ll be responsible for assisting members leaving employer-based plans. As a Financial Services Consultant, you will aim to understand and fulfill their insurance needs through comprehensive consultations and cooperative efforts with your colleagues. This role blends relationship-building with key sales strategies for measurable results.

Key Responsibilities:



• Manage inbound calls for client consultations and lead conversions • Recommend insurance solutions tailored to client needs • Build an in-depth understanding of Sun Life insurance offerings • Collaborate with the sales force to drive multi-product strategies • Address and resolve client concerns through effective communication

Requirements: • Current Life Insurance License (LLQP/PQAP) required • Minimum 2 years’ experience in a sales/service environment • Excellent bilingual communication skills • Strong problem-solving and listening abilities • Demonstrated capacity for relationship building and closing sales

Utilize your bilingual skills at Sun Life to make a significant impact in clients' financial journeys. #J-18808-Ljbffr

📌 Financial Services Consultant - Bilingual (Montreal)
🏢 Sun Life
📍 Montreal

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