Job DescriptionAs an Insurance and Wealth Associate in our Prospr by Sun Life team, you will support new and existing clients with service needs, encourage them to consult with fully licensed Prospr Advisors, and contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.What will you do?Answer calls from our existing Prospr block of clients with the goal of fulfilling their service needsMake outbound calls to clients who have submitted service requests; service requests include but are not limited to policy level changes, beneficiary changes, and account reviewsMake outbound calls to current and existing clients to identify new sales opportunities and offer financial planning servicesManage the death claims process and fulfill outstanding death claimsSupport and triage clients entering the Prospr platform through the chat functionWhat do you need to succeed?Strong verbal and written communication skills with the ability to build credibility and rapportExperience in blended or outbound Call Centre or telephone serviceKnowledge / experience within the financial services industryStrong relationship building and problem solving skillsAvailability on a variable schedule Monday to Friday between 8am to 8pmAbility to leverage digital tools to create engaging client interactionsAdaptable and resourcefulWhat’s in it for you?We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® CanadaBe 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 Advantages 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.Salary Range: 51,000 – 80,200Job Category: Customer Service / OperationsPosting End Date: 18/04/2026We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process may request assistance via email.#J-18808-Ljbffr

📌 Insurance And Wealth Associate, Prospr By Sun Life - C$51,000 - C$80,200 A Year (Toronto)
🏢 Prospr By Sun Life
📍 Toronto