Insurance and Wealth Associate, Prospr by Sun Life
Sun Life is committed to helping clients achieve lifetime financial security and healthier lives. As an Insurance and Wealth Associate in the Prospr team, you will support clients with service needs and encourage consultations with licensed 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
- 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
- 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.
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