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Financial Services Consultant – Insurance
Sun Life. Receive inbound calls and transferred sales leads (no cold calling) from Sun Life’s Group Benefits members leaving employer benefit plans and seeking to convert health and dental, life insurance and/or critical illness benefits to individual plans .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance sales, particularly in converting group benefits to individual plans, while effectively consulting with clients to meet their insurance needs. Strong communication and interpersonal skills are essential for building rapport and achieving sales targets.
Highest-signal resume keywords
Insurance Sales ExperienceLife Insurance License (LLQP)Client Relationship ManagementEffective Communication SkillsSales Target Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Product KnowledgeSales Strategy DevelopmentConsultative SellingNeeds AssessmentSales Target Achievement
Soft Skills
Interpersonal SkillsEffective ListeningSelf-MotivationRapport BuildingIndependent Work
Tools & Technologies
Video Conferencing ToolsCRM Software
Certifications & Qualifications
Life Insurance License (LLQP)
Industry Keywords
Financial ServicesGroup BenefitsIndividual Insurance PlansHealth InsuranceDental InsuranceLife InsuranceCritical Illness Insurance
About the role
Key responsibilities & impact- Receive inbound calls and transferred sales leads (no cold calling) from Sun Life’s Group Benefits members leaving employer benefit plans and seeking to convert health and dental, life insurance and/or critical illness benefits to individual plans
- Consult with members by reviewing options and recommending solutions aligned with their needs
- Help clients through a period of transition
- Contribute to sales targets by meeting or exceeding objectives
- Support Sun Life clients with insurance needs by phone and video
Requirements
What you’ll need- Minimum of 2 -3 years of related sales experience in the financial services industry is preferred
- Experience selling insurance products over the phone is an asset
- Completion or a college or university degree or equivalent related experience
- Strong interpersonal and communication skills (verbal and written)
- Ability to quickly build rapport and relationships with clients over the phone / video conferencing
- Effective listening skills and the ability to ask probing questions to understand needs
- Self motivated and have the ability to work independently
- Valid and active Life Insurance License (LLQP)
Benefits
Comp & perks- Competitive base salary with a quarterly bonus based on sales results
- Rewards and Recognitions program which celebrates performance excellence
- Comprehensive flexible benefits program including medical, dental, life, critical illness, and disability insurance
- Lumino Health Virtual Care
- Robust defined contribution pension plan
- Stock Ownership and Savings Programs
- Tuition assistance
- Licensing fees covered
- Career growth and professional development opportunities
- Dynamic team environment and coaching from Managers
- Hybrid work environment