Mortgage Advisor, 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 Financial the client is at the center of everything we do. As an LLQP certified Prospr Advisor 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 provide holistic Life, Health and Wealth solutions for new and existing clients. You are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution oriented and effective communicator, who uses 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 your professional development .

What will you do?

• Proactively call and take calls from new and existing insurance clients, with the goal of providing holistic advice.
• Engage with individual insurance clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals.
• Assess clients’ financial needs and recommend an appropriate insurance solution to meet those needs.
• Conduct investment risk assessments and provide solutions aligned with their investment profile.
• Work closely with Branch Manager and support teams to stay current on product and regulatory updates.
• Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered.
• Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement.

What do you need to succeed?

• Bachelor degree or 2+ years of relevant experience  
• Valid sales and service experience (preferably in insurance)
• Strong knowledge and passion of retail insurance products 
• Experience doing business over the phone 
• This role is to work a later shift (12PM-8PM) Monday-Friday

• Excellent communication skills, both written and verbal 
• Strong relationship building skills
• Strong problem solving skills 
• Adaptable and resourceful

Required Licensing:

• A valid and active Life License or courses completed (LLQP certification), allowing you to obtain the license immediately following the hire.

What will be nice to have:

• Life License (LLQP) certification
• Experience in blended or outbound Call Centre or telephone servicing
• Sun Life Individual Insurance product knowledge
• Experience using Salesforce.com for client relationship management
• Ability to leverage digital tools to create engaging client interactions

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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