Bilingual Insurance Associate - Montréal, Canada - Sun Life

Sun Life

Verified Company

Montréal, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

Start date:
March 25th, 2024

Location:
Hybrid

At Sun Life the client is at the centre of everything we do.

As an Insurance Associate your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

In this role, you will play an integral role towards supporting clients who are leaving their employer plan by encouraging them to consult with licensed representatives who can detail insurance solutions relevant to their unique situations.

As an
Insurance Associate, you are a team player who enjoys encouraging our clients become better informed of their financial stability as they go through a career transition.

You are a solution oriented, strong communicator, who uses active listening to understand clients' unique situations and highlight the importance of receiving professional advice.

As a member of the Client Solutions Centre you will benefit from our culture of coaching and support; through motivational and inspirational leadership your Rollover Sales Manager will empower you to make a difference in our clients' lives.

What will you do:

Proactively contact Group Benefits clients who are leaving their employer plans
Provide information concerning transitioning out of their group insurance plans on life, critical illness and health and dental insurance
Provide information concerning individual insurance coverages and other features
Introduce clients to a Financial Service Consultant to assist with life, critical illness and health and dental insurance
Introduce clients to a Sun Life Consultant to assist with an identified need for holistic financial advice
Ensure current and potential clients' interactions and inquires are accurately logged in Sales Pipeline management system
Monitor and action daily contact priority list
Contribute to the Client Solutions Centre's ongoing success by providing suggestions and recommendations to help improve our clients' experience and the products and services offered by sharing insights gained by dealing directly with clients
Foster and participate in a work environment that values people, invites creativity, celebrates learning and accountability, and encourages employee participation and engagement

What do you need to succeed:

Excellent verbal and written communication skills with the ability to build credibility and rapport
Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide
Preferred experience within an outbound or blended call centre

What's in it for you:

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
Wellness programs that support the three pillars of your health mental, physical, and financial
The opportunity to work in an environment committed to continuous improvement as well as personal growth and development
The opportunity for career progression by consistently exceeding your performance goals
The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas.
Licensing fees covered, for those eligible and interested in growing their career as a licensed Financial Services Consultant
Hybrid work environment

LI-Hybrid

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work.

Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

Salary Range:

44,700/ ,200/73 200

Job Category:

Customer Service / Operations

Posting End Date:

25/02/2024