Insurance Rollover Financial Consultant (Canada)

Insurance Rollover Financial Consultant (Canada)

02 Nov
|
SunLife
|
Canada

02 Nov

SunLife

Canada

Use your Life Insurance License to advise Sun Life clients through insurance rollovers in a hybrid consulting role beginning January 2027.

As a licensed Financial Services Consultant, you will support Group Benefits members transitioning from employer coverage. Your work will focus on health and dental, life insurance, and critical illness options. You will recommend individual solutions aligned with client needs while contributing to sales objectives.

Key Responsibilities:

- Receive inbound calls and transferred sales leads from Group Advantages members
- Review insurance conversion options during client consultations
- Recommend individual plans aligned with client needs
- Support clients by phone and video conferencing
- Meet or exceed established sales objectives

Requirements:

- Valid and active Life Insurance License (LLQP)
- Two to three years of sales or service experience
- College or university degree, or equivalent related experience
- Strong verbal, written, interpersonal, and listening skills
- Ability to work independently and build client rapport

Apply your insurance consultation, client communication, and sales experience to help Sun Life members secure individual coverage.

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📌 Insurance Rollover Financial Consultant (Canada)
🏢 SunLife
📍 Canada

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