Bilingual Insurance Associate

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

At Sun Life Financial the client is at the centre of everything we do. As an Insurance Associate your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. In this role, you will play an integral role towards supporting clients who are leaving their employer plan by encouraging them to consult with licensed representatives who can detail insurance solutions relevant to their unique situations.

As an Insurance Associate (IA):

You are a team player who enjoys encouraging our clients become better informed of their financial stability as they go through a career transition. You are a solution oriented, strong communicator, who uses active listening to understand clients unique situations and highlight the importance of receiving professional advice. As a member of the Client Solutions Centre (CSC) you will benefit from our culture of coaching and support; through motivational and inspirational leadership your Rollover Sales Manager will empower you to make a difference in our clients’ lives.

Reporting to the Sales Manager, Client Solutions you will:

• Proactively make calls to Group Benefits clients who are leaving their employer and looking to find solutions to satisfy their life insurance, critical illness and health and dental needs

• Encourage the importance for member to understand conversion rights and review financial security with a licensed representative

• Maintain a large pipeline of clients to ensure members are contacted in a timely fashion

• Introduce clients to a Sun Life Advisor to assist with an identified need for holistic financial advice

• Foster and participate in a work environment that values people, invites creativity, and celebrates learning

• Stay informed of departmental and industry product, policy, and procedure changes

• Contribute to the CSC's ongoing success by sharing feedback and providing insights that will help to improve our client experience

Required skills:

• Excellent verbal and written communication skills with the ability to build credibility and rapport

• Preferred experience within an outbound or blended call centre

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

Unique requitrement:

• You will have to complete your LLQP license within a 3 months time frame of being hired

What sets us apart at Sun Life?

Because you want a fulfilling career that challenges you to be your best, every day. The reasons are as diverse as the people who work here. Here are some examples:

• Flexible schedule Monday to Friday from 8am to 8pm

• Outbound calls to existing Sun Life Clients (no cold-calling)

• A Comprehensive benefits package which includes:

  • Medical, dental, life, and disability insurance

  • Stock purchase plan

  • 3 weeks paid vacation

• Licensing fees covered

• The opportunity to work in an environment committed to continuous improvement as well as personal growth and development

• The opportunity for career progression by consistently exceeding your performance goals

• The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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