Bilingual Customer Concierge delivering exceptional service in fluid handling solutions across Canada. Engaging with customers to solve inquiries and enhance their experience while ensuring satisfaction levels are high.
About the role
- Bilingual Advisor providing holistic financial and wealth solutions to clients at Sun Life. Engaging with clients to assess needs and recommend tailored insurance and investment solutions while working in a hybrid model.
Responsibilities
- Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice
- Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals
- Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs
- Help clients be ‘retirement ready’ through the use of planning tools
- Conduct investment risk assessments and provide solutions aligned with their investment profile
- Work closely with Branch Manager and support teams to stay current on product and regulatory updates
- Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada
- Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
- Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement
Requirements
- Bachelor degree or 2+ years of relevant experience
- Valid sales and service experience (preferably in insurance)
- Strong knowledge and passion of retail insurance and investment products
- Experience doing business over the phone
- Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
- Availability on a variable schedule Monday to Friday between 8am to 8pm
- Excellent communication skills, both written and verbal
- Strong relationship building skills
- Strong problem solving skills
- Adaptable and resourceful
- A valid and active Mutual Fund License (CIRO), or courses completed (IFIC or CSC certification)
Benefits
- Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
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