Insurance and Wealth Associate, Prospr by Sun Life
Sun Life is a financial services company committed to helping clients achieve lifetime financial security. The Insurance and Wealth Associate role involves supporting clients with service needs and encouraging them to consult with licensed Prospr Advisors for comprehensive financial solutions.
Responsibilities
- Answer calls from our existing Prospr block of clients with the goal of fulfilling their service needs
- Make outbound calls to clients who have submitted service requests; service requests include but are not limited to policy level changes, beneficiary changes, and account reviews
- Make outbound calls to new and existing clients to identify new sales opportunities and offer financial planning services
- Manage the death claims process and fulfill outstanding death claims
- Support and triage clients entering the Prospr platform through the chat function
Skills
- Strong verbal and written communication skills with the ability to build credibility and rapport
- Experience in blended or outbound Call Centre or telephone service
- Knowledge / experience within the financial services industry
- Strong relationship building and problem solving skills
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Ability to leverage digital tools to create engaging client interactions
- Adaptable and resourceful
- Bilingualism (English & French)
- Investment Funds in Canada (Mutual Funds/“IFIC” or CIFC) or the Life Insurance License (“LLQP”)
- Knowledge of Sun Life Individual Insurance and Investment products
- Experience using Salesforce.com for client relationship management platform (CRM)
Benefits
- Work virtually from your dedicated home while still having a strong team environment office during the COVID 19 pandemic and transition to our Sun Life office located in downtown Toronto after the pandemic
- Competitive Salary and annual incentive plan
- A Comprehensive benefits package which includes:
- Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
- The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
- The ability to be part of a new and evolving Prospr by Sun Life Team – you will be contributing to shaping the future of the business!
- The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard
- Eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance
- Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs
Company Overview