Prospr Advisor - Sun Life, Montreal

AI Summary

Sun Life is hiring a Prospr Advisor in Montreal, Quebec. This role involves providing holistic life, health, and wealth solutions to clients, assessing their financial needs, and recommending appropriate investment and insurance products. Key requirements include a bachelor's degree or two years of relevant experience, sales experience, and strong knowledge of retail insurance and investment products. Bilingualism in French and English is essential for this client-facing position.

About the Opportunity at Sun Life

As a Prospr Advisor with Sun Life in Montreal, you will be an integral part of a dynamic team dedicated to helping Canadian clients achieve lifetime financial security and live healthier lives. This unique opportunity places the client at the centre of every interaction, where you will provide holistic life, health, and wealth solutions. You will proactively engage with new and existing insurance and investment clients, both over the phone and through digital tools, to identify their specific needs and recommend tailored solutions aligned with their financial goals. Your role involves assessing clients' financial needs, conducting investment risk assessments, and guiding them towards appropriate insurance and investment products. Working under the sun of the Sun Life brand, you will contribute to a positive and collaborative environment, shaping the future of the evolving Prospr Team while balancing your professional life with a hybrid work model. This position offers a competitive salary, annual incentive plan, and a comprehensive benefits package including medical, dental, life, and disability insurance, along with an employee-matched pension plan.

What You'll Bring to the Prospr Advisor Role

To succeed as a Prospr Advisor, candidates should possess a bachelor's degree or at least two years of relevant professional experience, preferably within the insurance sector. Strong sales and service experience, particularly in engaging clients over the phone, is crucial. You will need a robust knowledge and passion for retail insurance and investment products, coupled with a solid understanding of the Mutual Fund Industry, compliance, and dealer operations practices. Excellent communication skills, both written and verbal, are paramount for effectively understanding client needs and building strong relationships. Bilingualism in French and English is a mandatory requirement, facilitating frequent interactions with colleagues and partners across Canada. Adaptability, resourcefulness, and strong problem-solving abilities will be key to your success in this role. Assets that would further strengthen your application include a valid and active Life License (LLQP) or Quebec equivalent, a completed CSC or IFIC course, and experience with Sun Life's individual insurance and investment products. Your experience in leveraging digital tools for engaging client interactions will also be highly valued.