Financial Services Consultant - Bilingual Required (Montreal)

Financial Services Consultant - Bilingual Required (Montreal)

23 Sep
|
Sun Life
|
Montreal

23 Sep

Sun Life

Montreal

Become a key player at Sun Life as a Bilingual Financial Services Consultant in a hybrid role located in downtown Montreal. Your contribution will help clients achieve financial wellness and security. You are an energetic self-starter with the ability to build relationships and manage a pipeline of leads.

This role involves assisting Group Benefits members transitioning to individual insurance plans through thoughtful consultations. Working alongside a dedicated team, you will also fulfill multi-product selling strategies and meet performance metrics. Key Responsibilities:

- Receive and manage calls from Group Perks members
- Consult and assess insurance needs of members over the phone
- Develop expertise in various insurance products offered




- Partner with sales forces to achieve rollover protection sales targets
- Ensure compliance with quality assurance requirements Requirements:
- Bilingual (French and English) is essential for effective communication
- Minimum 2 years of experience in sales or related services
- Active Life Insurance License (LLQP/PQAP) required
- Strong oral and written communication abilities
- Skilled at problem-solving and handling multiple priorities Join Sun Life and leverage your skills to provide excellent service while advancing your career.

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

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