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Bilingual Insurance Associate

Financière Sun Life

C'est un Contrat job à Montreal, QC publiée le janvier 18, 2023.

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:

Specific Schedule: Flexible Monday to Friday from 8am to 8pm


At Sun Life Financial 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 Sun Life Financial Service Consultant to assist with life, critical illness and health and dental insurance

  • Introduce clients to a Sun Life Advisor 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

  • 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

  • Licensing fees covered

  • 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.

  • Having the flexibility to work from home


The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  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.

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:

41,700/41 700 – 68,000/68 000

Job Category:

Customer Service / Operations

Posting End Date: