About this role

Answer calls from our existing Prospr block of clients with the goal of fulfilling their service needs
Make outbound calls to clients who have submitted service requests; service requests include but are not limited to policy level changes, beneficiary changes, and account reviews
Make outbound calls to new and existing clients to identify new sales opportunities and offer financial planning services
Manage the death claims process and fulfill outstanding death claims
Support and triage clients entering the Prospr platform through the chat function

Strong verbal and written communication skills with the ability to build credibility and rapport
Experience in blended or outbound Call Centre or telephone service
Knowledge / experience within the financial services industry
Strong relationship building and problem solving skills
Availability on a variable schedule Monday to Friday between 8am to 8pm
Ability to leverage digital tools to create engaging client interactions
Adaptable and resourceful.

Flexible Benefits from the day you join to meet the needs of you and your family.
Pension, stock and savings programs to help build and enhance your future financial security.
Diversity and inclusion have always been at the core of our values at Sun Life.

Insurance and Wealth Associate

Key skills