Bilingual Financial Service Consultant – Insurance

Sun Life

. Receive inbound calls and transferred sales leads from Group Benefits members leaving their employer and seeking to convert insurance policies .

Posted 9/15/2026full-timeMontreal • CanadaJuniorMid-Level💰 CA$58,000 - CA$93,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in insurance products and sales strategies, with a strong focus on meeting sales targets and providing exceptional customer service. Bilingual communication skills in French and English enhance the ability to engage effectively with diverse clients.

Highest-signal resume keywords

Bilingualism (French, English)Life Insurance License (LLQP/PQAP)Sales Experience (2+ Years)Influencing and Closing SkillsQuality Assurance Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Product KnowledgeSales Strategy DevelopmentProblem ResolutionMulti-Product SellingPerformance Metrics Achievement

Soft Skills

Interpersonal CommunicationListening SkillsAdaptabilityProfessional AttitudeRapport Building

Tools & Technologies

Sales Software Navigation

Certifications & Qualifications

Life Insurance License (LLQP/PQAP)

Industry Keywords

Group BenefitsRollover ProtectionClient SolutionsSales TargetsQuality Assurance

About the role

Key responsibilities & impact

Receive inbound calls and transferred sales leads from Group Benefits members leaving their employer and seeking to convert insurance policies
Provide phone consultations by reviewing insurance options and recommending needs-aligned solutions
Build expertise on Sun Life’s insurance products
Fulfill strategic priorities including multi-product selling and partnering with Sun Life’s Career Sales Force
Resolve problems by clarifying issues, researching answers and alternative solutions, implementing solutions, and escalating unresolved problems
Meet Quality Assurance requirements and other key performance metrics
Contribute to Rollover Protection sales targets by meeting or exceeding individual count and premium targets
Report to the Sales Manager, Client Solutions

Requirements

What you’ll need

Bilingualism (French, English, both oral and written) is required
Interpersonal, written, and oral communication skills
Listening skills and ability to ask probing questions, understand concerns, and overcome objections
Work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
Professional and friendly attitude and ability to quickly develop rapport with customers over the phone
Strong influencing and closing skills
Ability to learn and navigate new software quickly
Valid and active Life Insurance License (LLQP/PQAP)
Minimum 2 years of related sales and/or service experience
Excellent communication skills

Benefits

Comp & perks

Potential to earn up to 20% to 30% extra income
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
Hybrid work flexibility from both the office and virtually