Mortgage Advisor, Prospr by Sun Life
$60,000–$97,000 year
HybridToronto, Ontario, Canada or Waterloo, Ontario, Canada
Job Summary
Proactively call and take calls from new and existing insurance and investment clients to provide holistic advice and identify needs for tailored recommendations. Engage with individual clients over the phone and through digital tools to assess financial requirements and recommend appropriate insurance solutions aligned with their goals. Help clients become retirement ready using planning tools while working closely with branch managers to stay current on product and regulatory updates. Maintain registration and licensing in good standing as an Insurance Advisor across all provinces and territories in Canada. Contribute to the team's success by identifying continuous improvement opportunities to enhance the client experience and participate in a collaborative environment that values creativity and accountability.
Required Qualifications
- Bachelor degree or 2+ years of relevant experience
- Valid sales and service experience (preferably in insurance)
- Strong knowledge and passion of retail insurance products
- Experience doing business over the phone
- Strong knowledge and understanding of Insurance Industry and Compliance
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Excellent communication skills, both written and verbal
- Strong relationship building skills
- Strong problem solving skills
- Adaptable and resourceful
- A valid and active Life License (CIRO), or courses completed (LLQP certification), allowing you to obtain the license immediately following the hire
Desired Qualifications
- Life License (LLQP) certification
- Experience in blended or outbound Call Centre or telephone servicing
- Sun Life Individual Insurance product knowledge
- Experience using Salesforce.com for client relationship management
- Ability to leverage digital tools to create engaging client interactions
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