Mortgage Advisor, Prospr - Sun Life, Toronto

AI Summary

This Mortgage Advisor role at Sun Life's Prospr team in Toronto involves providing holistic life and health solutions to new and existing clients. Key duties include proactively engaging clients, assessing their financial needs, and recommending tailored insurance solutions. Successful candidates will possess a valid LLQP certification, relevant sales experience, and strong communication skills.

About Prospr by Sun Life

Embark on a unique career journey with Prospr by Sun Life, where the client is truly at the heart of every interaction. This dynamic team is dedicated to helping Canadians achieve lifetime financial security and live healthier lives through comprehensive life and health solutions. As a Mortgage Advisor, you will contribute directly to this mission, working within a supportive environment that values continuous improvement and personal growth. Sun Life offers a hybrid work model, balancing office collaboration in downtown Toronto with the flexibility of working from home, ensuring a healthy work-life balance. This is an exceptional opportunity to be part of an evolving Prospr team, shaping the future of the business and making a tangible difference in the lives of clients across Canada. Your experience will be valued as you help clients navigate their financial needs.

Your Impact and Responsibilities

As a Mortgage Advisor with Prospr, your primary focus will be to proactively engage with new and existing insurance and investment clients, both over the phone and through digital tools. You will expertly identify client needs, providing holistic advice and recommending appropriate insurance solutions aligned with their financial goals. This includes assessing clients' financial situations to ensure they are retirement-ready through effective planning tools. Maintaining your insurance advisor registration and licensing in good standing across all Canadian provinces and territories is crucial. You will collaborate closely with Branch Managers and support teams to stay current on product and regulatory updates, ensuring you always provide the best advice. Your contribution to identifying continuous improvement opportunities will enhance the client experience and the products and services offered by Prospr. This role offers a chance to build meaningful relationships and provide essential insurance guidance.

What You'll Need to Succeed

To thrive in this Mortgage Advisor role, candidates should possess a Bachelor's degree or at least two years of relevant experience, preferably within the insurance sector. A strong foundation in retail insurance products and a deep understanding of the insurance industry and compliance are essential. You must have valid sales and service experience, particularly in conducting business over the phone, demonstrating excellent communication skills, both written and verbal. The ability to build strong client relationships, coupled with robust problem-solving skills and an adaptable, resourceful nature, will be key to your success. A valid and active Life License (CIRO) or completed LLQP certification, allowing for immediate licensing upon hire, is a mandatory requirement. Experience in a blended or outbound call centre environment and familiarity with Sun Life Individual Insurance products or Salesforce.com are considered valuable assets. We are looking for individuals passionate about helping clients meet their financial needs and securing their future.