Insurance and Wealth Associate, Prospr Jobs in Old Toronto, Canada at Sun Life
Position: Insurance and Wealth Associate, Prospr by Sun Life
Location: Old Toronto
Job Description
:
Be part of a unique change! At Sun Life our client is at the centre of everything we do. As an 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 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.
Title: Insurance and Wealth Associate, Prospr
Company: Sun Life
Location: Old Toronto, Canada
Category:
