You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals, families and communities around the world.
As an Insurance and Wealth Associate in our Prospr by Sun Life team, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our dynamic team, you will play an integral role supporting current and existing clients with service needs as well as encouraging them to consult with our fully licensed Prospr Advisors who will provide holistic Life, Health and Wealth solutions. You are an effective communicator who possesses outstanding customer service skills and consistently demonstrates professionalism?
You are flexible and can adapt within an ambiguous environment with shifting priorities? and you thrive in a work environment committed to continuous improvement, personal growth, and professional development? service requests include but are not limited to policy level changes, beneficiary changes, and account reviews Make outbound calls to new and existing clients to identify new sales opportunities and offer financial planning services Manage the death claims process and fulfill outstanding death claims Support and triage clients entering the Prospr platform through the chat function Experience in blended or outbound Call Centre or telephone service Strong relationship building and problem solving skills Availability on a variable schedule Monday to Friday between 8am to 8pm Ability to leverage digital tools to create engaging client interactions Investment Funds in Canada (Mutual Funds/“IFIC” or CIFC) CSC or the Life Insurance License (“LLQP”) Knowledge of Sun Life Individual Insurance and Investment products Experience using Salesforce.com for client relationship management platform (CRM) Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
Flexible
Benefits from the day you join to meet the needs of you and your family. Pension, stock and savings programs to help build and enhance your future financial security. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to
[email protected] are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you!
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Customer
Service / Operations
📌 Management Insurance Sales Agent (Toronto)
🏢 Sun Life Financial
📍 Toronto