Financial Services Consultant - Insurance Sales
Core
Support Sun Life clients with insurance needs by reviewing options and recommending solutions for health, dental, life, and critical illness benefits during transitions from employer plans.
Role type
Licensed Financial Services Consultant (Insurance Sales)
Builds
Individual insurance plans for clients converting from group benefits
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Life Insurance License (LLQP), sales experience, phone/video consultation, needs analysis, relationship building
Preferred skills
Certified Employee Benefit Specialist (CEBS), 2-3 years financial services sales experience
Technologies
Video conferencing tools
Responsibilities
Receive inbound calls and transferred sales leads, provide consultation to members, recommend insurance solutions, meet sales targets
Seniority
Individual Contributor, mid-level