Insurance and Wealth Associate, Prospr by Sun Life

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Be part of a unique change! At Sun Life our client is at the centre of everything we do. As an Insurance and Wealth Associate in our  Prospr by Sun Life team, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. 

As a member of our dynamic team, you will play an integral role supporting new and existing clients with service needs as well as encouraging them to consult with our fully licensed Prospr Advisors who will provide holistic Life, Health and Wealth solutions.

You are an effective communicator who possesses outstanding customer service skills and consistently demonstrates professionalism?  You are flexible and can adapt within an ambiguous environment with shifting priorities? You are a solution oriented and use active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and professional development?  apply today.

What will you do?

• 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

What do you need to succeed?

• 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

What will be nice to have: 

• Investment Funds in Canada (Mutual Funds/“IFIC” or CIFC) CSC 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)

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be 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 Benefits 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.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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