Financial Services Consultant Bilingual Required Montreal

Financial Services Consultant Bilingual Required Montreal

25 Sep
|
Sun Life
|
Montreal

25 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 Advantages 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
Robust 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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