Licensed Insurance Financial Consultant (Ontario)

Licensed Insurance Financial Consultant (Ontario)

08 Nov
|
Sun Life Assurance Company of Canada
|
Ontario

08 Nov

Sun Life Assurance Company of Canada

Ontario

Licensed Financial Services Consultants support Sun Life clients through insurance transitions using phone and video consultations in a hybrid Toronto setting.
As a Financial Services Consultant focused on Insurance Rollover, you will help Group Advantages members convert coverage after leaving employer plans. You will review health, dental, life insurance, and critical illness options, recommend suitable solutions, and contribute to sales objectives. Client Service Centre schedules cover calls from 8 a.m. to 8 p.m., with consistent shifts three out of four weeks.
Key Responsibilities: Receive inbound calls and transferred sales leads
Consult members about individual insurance plan options
Recommend solutions aligned with client needs




Support clients through benefit plan transitions
Meet or exceed sales objectives
Requirements: Active Life Insurance License, LLQP
Two to three years of related financial services sales preferred
Insurance telephone sales experience is an asset
College or university degree or equivalent experience
Strong communication, listening, and relationship-building skills
Use licensed insurance consultation, attentive listening, and needs-based recommendations to support Sun Life clients pursuing financial security.

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📌 Licensed Insurance Financial Consultant (Ontario)
🏢 Sun Life Assurance Company of Canada
📍 Ontario

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