Financial Services Consultant- Insurance

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:

Location: Hybrid (one day a week in office- Downtown Toronto or Downtown Montreal)

Schedule:

• Client Service Centre takes calls from clients between the hours of 8 a.m. to 8 p.m.

• Employees are scheduled for a consistent shift three out of four weeks.

At Sun Life, our clients are at the centre of everything we do. As a licensed Financial Services Consultant;Insurance Rollover your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

As a member of our Client Services team, you will support Sun Life clients with their insurance needs by speaking with clients over the phone / video and providing recommendations that meet their needs.

What will you do:

• Receive inbound calls and transferred sales leads (no cold calling) from Sun Life’s Group Benefits members who are leaving their employer benefit plan and want to convert their health and dental, life insurance and/or critical illness benefits to an individual plan.

• Provide consultation to members by reviewing their options and recommending solutions that are aligned to their needs and help them through a period of transition.

• Contribute to sales targets by meeting or exceeding objectives.

What you need to succeed:

• Minimum of 2 -3 years of related sales experience in the financial services industry is preferred.

• Experience selling insurance products over the phone is an asset.

• Completion or a college or university degree or equivalent related experience

• Strong interpersonal and communication skills (verbal and written)

• Ability to quickly build rapport and relationships with clients over the phone / video conferencing

• Effective listening skills and the ability to ask probing questions to understand needs

• Self motivated and have the ability to work independently

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide.

Mandatory requirement:

• Valid and active Life Insurance License (LLQP) or PQAP

What we have to offer:

• A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work.

• Competitive base salary with a quarterly bonus based on sales results.

• Rewards and Recognitions program which celebrates performance excellence

Comprehensive flexible benefits program including:

• Medical, dental, life, critical illness, and disability insurance

• Lumino Health Virtual Care

• Robust defined contribution pension plan

• Stock Ownership and Savings Programs

• Tuition assistance

• Licensing fees covered

• Career growth and professional development opportunities.

• Dynamic team environment and coaching from Managers.

• Hybrid work environment

Sun Life offers a market-competitive total compensation package, including a base salary and variable incentive. This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities.

#LI-Hybrid

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

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 thebrightside@sunlife.com.

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.

Job Category:

Sales - SIP

Posting End Date:

14/08/2026