Sun Life
Insurance and Wealth Associate at Sun Life
Job Description
Step into an impactful role with Sun Life Financial as an Insurance and Wealth Associate. Engage with clients to fulfill their service needs and offer tailored financial solutions.
In this dynamic position, you will be an integral part of the Prospr by Sun Life team, supporting clients with expert service. Your role encompasses making service calls, identifying new sales opportunities, and managing sensitive client processes like death claims. This is a unique chance to contribute to clients’ financial security and enhance their lives.
Key Responsibilities:
• Answer client calls to address service requests
• Conduct outbound calls for service and sales opportunities
• Manage the death claims process with sensitivity
• Support clients entering the Prospr platform via chat
• Provide tailored financial planning solutions
Requirements:
• Strong communication skills to build rapport
• Experience in Call Centre or financial services
• Knowledge of financial p...
In this dynamic position, you will be an integral part of the Prospr by Sun Life team, supporting clients with expert service. Your role encompasses making service calls, identifying new sales opportunities, and managing sensitive client processes like death claims. This is a unique chance to contribute to clients’ financial security and enhance their lives.
Key Responsibilities:
• Answer client calls to address service requests
• Conduct outbound calls for service and sales opportunities
• Manage the death claims process with sensitivity
• Support clients entering the Prospr platform via chat
• Provide tailored financial planning solutions
Requirements:
• Strong communication skills to build rapport
• Experience in Call Centre or financial services
• Knowledge of financial p...