Join Sun Life as a Bilingual Financial Service Consultant and support clients in achieving their financial goals in a hybrid work setup. Provide expert advice on insurance options tailored to individual needs. This role requires delivering phone consultations for clients transitioning from Group Benefits while working closely with the Sales Manager of Client Solutions.

You'll be responsible for building expertise in our diverse insurance portfolio and meeting strategic sales targets, all within a cooperative workplace that promotes growth. Key Responsibilities:
Provide phone consultations to clients on insurance needs
Recommend tailored solutions based on client circumstances
Meet quality assurance standards and performance goals
Contribute towards sales targets for Rollover Protection
Clarify and resolve client issues effectively Requirements:
Current Life Insurance License (LLQP/PQAP) necessary
At least 2 years in a sales or service role
Bilingual communication skills in French and English
Robust problem-solving and relationship-building skills
Experience with software navigation Utilize your skills to empower clients and enhance their financial security with Sun Life.

📌 Financial Service Consultant Hybrid Role Montreal (Canada)
🏢 SunLife
📍 Canada