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Financial Service Consultant- Insurance

Job in Montreal, Montréal, Province de Québec, Canada
Listing for: Sun Life
Full Time position
Listed on 2026-01-15
Job specializations:
  • Sales
    Insurance Sales
Job Description & How to Apply Below
Location: Montreal

Job Description

:

It's an hybrid position. You will have to come in office (downtown Montreal) once per week.

As a Financial Services Consultant (FSC) you are a self-starter who enjoys building relationships, managing a pipeline of leads and showcasing the value Sun Life brings. The prospect of engaging members over the phone who are leaving their employer plans energizes you. The journey of uncovering a member’s needs and recommending Insurance solutions to satisfy those needs inspires you.

Reporting to the Sales Manager, Client Solutions you will:

  • Receive inbound calls and transferred sales leads from Group Benefits (GB) members who are leaving their employer, and want to convert their health and dental, life insurance and/or critical illness policies

  • Provide phone consultation to members who have insurance needs by reviewing their options and recommending solutions that are aligned to their needs

  • Build expertise on our range of Insurance products

  • Fulfill the requirements of all key strategic priorities i.e. multi-product selling and partnering with Sun Life’s Career Sales Force

  • Resolve problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems

  • Meet Quality Assurance Requirements and other key performance metrics

  • Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets

  • Specific knowledge, skills, and abilities:

  • Strong interpersonal, written, and oral communication skills

  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

  • Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections

  • Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment

  • Must possess and professional and friendly attitude and be able to quickly develop a rapport with customers over the phone.

  • Must possess and be able to demonstrate strong influencing and closing skills.

  • Ability to learn and navigate new software quickly

  • What you bring to the table:

  • Valid and active Life Insurance License (A1)

  • Minimum 2 years of related sales and/or service experience (sales experience preferred)

  • Excellent communication skills

  • Maximize your earning potential:

  • Competitive Base Salary with the potential to earn up to 20% to 30% extra income

  • Comprehensive benefits package including:

    Medical, dental, life, and disability insurance

    Stock purchase plan

    3 week paid vacation

    Tuition assistance

  • Licensing fees covered

  • Foster environment of continuous education committed to personal growth and development

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