Financial Consultant

Your history, experiences, and viewpoints make you distinct. You will be challenged, motivated, and inspired to be your best self here. Dynamic coworkers who are passionate about sharing their expertise with you will be your colleagues. Your leaders will motivate and assist you in realizing your full potential and reaching new heights. You will have fresh and exciting chances every day to improve the lives of our clients, who are the center of all we do. Find out how you can positively impact people's lives, families, and communities globally. Description of the Job: Take part in something special! Our clients are the focal point of all we do at Sun Life. Your efforts as an Insurance and Wealth Associate with our Prospr by Sun Life team will directly support our goal of assisting customers in achieving long-term financial stability and leading healthier lifestyles. As a part of our vibrant team, you will be crucial in helping both new and current customers with their service requirements and in urging them to speak with our fully qualified Prospr Advisors, who will provide comprehensive wealth, health, and life solutions. You have exceptional customer service abilities, are a skilled communicator, and exhibit professionalism at all times. Are you able to adjust to a changing environment with unclear priorities? You are a solution-focused individual who uses active listening to comprehend client requirements and provide timely, customized solutions. Do you also flourish in a workplace that is dedicated to professional, personal, and ongoing development? Apply right now. What are you going to do? Respond to calls from our current Prospr block of customers in order to meet their service requirements. Make outgoing calls to customers who have filed service requests; these requests may include account reviews, beneficiary changes, and policy level adjustments, among other things. To find new sales prospects and provide financial planning services, make cold calls to both current and potential customers. Oversee the death claims procedure and complete any unresolved death claims. Use the chat feature to assist and triage customers who access the Prospr platform. What is necessary for success? Excellent communication abilities both in writing and speaking, with the capacity to establish rapport and trustworthiness. Knowledge of mixed or outbound Telephone service or call center Experience and expertise in the financial services sector Excellent interpersonal and problem-solving abilities Available Monday through Friday from 8 a.m. to 8 p.m. on a changeable schedule. Capacity to use digital technologies to produce captivating customer encounters Flexible and creative It will be pleasant to have:Mutual funds (also known as "IFIC" or "CIFC") or the Life Insurance License ("LLQP") in Canada familiarity with Sun Life's investment and individual insurance products familiarity with the customer relationship management (CRM) technology Salesforce.com What do you stand to gain? We take great pride in being recognized by Great Place to Work® Canada as a Best Workplace for Hybrid Work. Join us as we work to create the next best digital corporate experience, driven by our shared goal of assisting clients and employees in achieving lifelong financial stability and leading healthier lifestyles. Benefits that are adaptable to your requirements and those of your family from the moment you join. Programs for savings, stocks, and pensions may help you improve and increase your future financial stability. The principal location where the job is listed is where the base pay range is for. It could change based on the successful candidate's place of employment or other variables. Eligible Sun Life workers receive base pay in addition to participation in a variety of incentive schemes, the payment of which is discretionary and contingent on both individual and organizational success. Plans for sales incentives based on individual or group sales performance are available for several sales-focused positions. At Sun Life, our key principles have always been diversity and inclusivity. Our clients, the communities in which we operate, and each other as coworkers all benefit from having a diverse staff with a range of viewpoints and innovative ideas. Qualified people from various backgrounds are invited to apply. Those with disabilities who want accommodations throughout the application process or who require alternative formats for job advertising should send an email to thebrightside@sunlife.com. Depending on the demands of the company, our clients, and you, we are pleased to be a hybrid organization that gives our workers the option and flexibility to work both in person and remotely! Depending on the demands of the position and each candidate's needs, a number of work choices are available and may be addressed throughout the selection process. Artificial intelligence may be used to help in applicant sourcing, screening, and interview scheduling. We appreciate each and every applicant's interest in this role. We will only get in touch with those who have been chosen for an interview. Pay Range: 51,000/51,000 to 80,200/80,200 Category of Work:Operations and Customer Service

We are Sandbox, a cooperative insurance provider founded on the ideas of innovation, education, development, and enjoyment. Since our founding more than a century ago, we have concentrated on one thing:Insurance That's Delightfully Easy. Working with Sandbox is really exciting since we are inclusive, engaged, and expanding very quickly! Join the Sandbox team if you're prepared to take your career to the next level! You will be in charge of examining, assessing, rating, and processing new business, renewals, and modifications for a variety of insurance lines as our Underwriter I-III (Commercial). THE PURPOSES OF BUILDING WITH US For adults who want to laugh, be creative, work energetically, and take on new challenges, Sandbox really is a sandbox—a massive playground. Regardless of your identity, Sandbox is a very accepting and helpful community! Extraordinary, that is. And our people are the reason behind it all. In addition to our excellent people and culture, we provide a ton of fantastic benefits, such as:Payday Benefits: This unionized work offers a competitive yearly pay range of $47,934 to $73,010. That was an essential component! Level Up: We have a ton of chances to grow professionally. Dental and health and wellness spending accounts are two excellent advantages for you and your family. Vacation Objectives: Annual paid time off, so you don't have to postpone your trip aspirations. The Best of Both Worlds: A program of hybrid work, where appropriate Bonus Days: Every three weeks, a paid Earned Day Off (EDO) is granted. That equates to an additional 17 vacation days annually! Parking: Our main office offers free electric parking. Community Care: Two paid days per year to volunteer on business time for causes that are important to you! Even better, we match 6% of contributions to the Ride into the Sunset: DC pension plan. Every day, dive in and make a splash by:examining insurance applications, renewals, and changes to current policies in order to ascertain the kind and level of risk. investigates danger and, if necessary, gathers further information. Analyzing and evaluating all relevant facts about the risk within the authority limit criteria of this job will determine if the risk is acceptable, acceptable with limits, or should be denied. A more senior underwriter must be consulted before declining a risk. identifying the necessary steps to reduce risk and, based on risk analysis, suggesting changes to rates or deductibles or limitations on coverage. calculating premiums, applying relevant discounts and surcharges, and determining acceptable rates. handling quotations, cancellations, modifications, renewals, and new applications. providing brokers, insureds, and other staff with technical assistance about policy exclusions, wordings, coverages, and rates, as well as responding to questions verbally and/or in writing. drafting letters to make information requests and to provide justifications for underwriting choices and obligations. instructing and mentoring clerical employees. carrying out quality assurance inspections. testing information systems' correctness, including system changes. As directed, carry out further relevant tasks. ACCESSORIES FOR SANDBOXING: High School Graduation: Completion of the 12th grade. At least one Insurance Institute course must be completed, and completing two Institute courses a year shows a strong commitment to earning the CIP credential. One year of relevant insurance experience is required. Policy Wizard: Understanding of policy ratings and associated underwriting procedures. A master communicator is able to handle many activities and deadlines in spite of disruptions and communicate intelligibly and effectively. Detective of Details: Excellent interpersonal, problem-solving, and detail-oriented abilities. People Person: Interpersonal communication abilities and friendliness—the capacity to sustain productive working relationships with team members and promote corporate culture GO OUT AND PLAY! Are you serious about having fun? We are, too. Go ahead and apply now or jump in here! We appreciate your interest, but we will only get in touch with individuals who are selected for an interview.

Complete job description Learning: Experience: Learning College, CEGEP, or another non-university certificate or certification from a one- to two-year program Activities Determine the financial goals and objectives of your customers. Oversee employees Examine the financial records of your customers. Create financial strategies for your customers. Provide advice on money management, insurance, investing, retirement, and estate preparation. Make plans for the selling of investments and financial goods. On behalf of a customer, negotiate mortgage loans and submit mortgage applications to lenders or lending organizations. Specialization area Budgeting Experience One year to under two years Advantages for health Dental strategy Financial advantages Benefits of group insurance Pension scheme Duration of employment: Permanent Work language: English Work hours: 37.5 hours per week