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

Use this summary to align your resume positioning with the role.

Demonstrates expertise in insurance solutions and sales strategies, with a strong focus on meeting performance metrics and building customer relationships. Bilingual in French and English, with a valid Life Insurance License and proven ability to navigate fast-paced environments.

Highest-signal resume keywords

Bilingualism (French, English)Life Insurance License (LLQP/PQAP)Sales Experience (2+ Years)Strong Influencing SkillsCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Interpersonal SkillsWritten Communication SkillsOral Communication SkillsListening SkillsProblem-Solving Skills

Tools & Technologies

Insurance Software

Certifications & Qualifications

Life Insurance License (LLQP/PQAP)

Industry Keywords

Insurance ProductsSales TargetsQuality AssuranceMulti-Product SellingCustomer Rapport

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 options and recommending insurance solutions aligned with member needs
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 the Rollover Protection sales target 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
Valid and active Life Insurance License (LLQP/PQAP)
Minimum 2 years of related sales and/or service experience
Interpersonal, written, and oral communication skills
Listening skills and the ability to ask probing questions, understand concerns, and overcome objections
Ability to manage multiple priorities and adapt to change within a fast-paced business environment
Professional and friendly attitude with the ability to quickly develop rapport with customers over the phone
Strong influencing and closing skills
Ability to learn and navigate new software quickly
Excellent communication skills

Benefits

Comp & perks

Competitive Base Salary with the 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 arrangement with flexibility to work from both the office and virtually