Job Description
Empower client financial security as an Insurance and Wealth Associate with Sun Life. Serve existing clients and identify new opportunities to enhance their financial wellness in a hybrid work model.
As an Insurance and Wealth Associate in the Prospr by Sun Life team, you will support clients with service needs while encouraging discussions with licensed Prospr Advisors for comprehensive Life, Health, and Wealth solutions. This role suits someone with excellent customer service skills, adaptability, and a commitment to continuous improvement.
Key Responsibilities:
• Answer client inquiries to fulfill service needs
• Conduct outbound calls for service requests and financial planning
• Manage the death claims process efficiently
• Support clients via chat on the Prospr platform
• Identify new sales opportunities with existing clients
Requirements:
• Strong communication skills for building rapport
• Experien...
As an Insurance and Wealth Associate in the Prospr by Sun Life team, you will support clients with service needs while encouraging discussions with licensed Prospr Advisors for comprehensive Life, Health, and Wealth solutions. This role suits someone with excellent customer service skills, adaptability, and a commitment to continuous improvement.
Key Responsibilities:
• Answer client inquiries to fulfill service needs
• Conduct outbound calls for service requests and financial planning
• Manage the death claims process efficiently
• Support clients via chat on the Prospr platform
• Identify new sales opportunities with existing clients
Requirements:
• Strong communication skills for building rapport
• Experien...