Insurance Sales Representative

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:

This position works within Independent Insurance Distribution within Sun Life Insurance Solutions. The purpose of this role is to support the promotion, education and sales of Sun Life insurance products to independent advisors. A key focus of the role is to engage new advisors to help expand the breadth of our product shelf.

The Insurance Sales Representative (ISR) plays a key role in the acquisition and support of individual life and health business using knowledge of Sun Life’s products, processes, the illustrations tools, the competition and concepts using insurance products.

The opportunity:

• Partner with Regional Sales Directors to generate insurance sales through advisors in the MGA and National Account distribution channels

• Use daily phone contact with advisors and insurance specialists to build relationships

• Incentive for this position includes competitive base salary with commission component. Some roles may have a salary outside of the range posted below.

What will you do?

• Strategic prospecting of new advisors to increase sales, including following up on leads

• Increase productivity of existing advisors who have done limited insurance business with Sun Life

• Promote and recommend Sun Life product illustrations and sales strategies

• Provide individual case support for new and existing business partners with the goal of helping advisors understand Sun Life products, processes and to place new business

• Work with advisors in competitive situations to provide the support needed to win the sale

• Provide life and health product and illustration training, including awareness of sales strategies and the sales cycle to independent advisors via phone and virtual conferencing tools

• Participate in outbound contact campaigns designed to raise awareness of the team and its ability to support advisors

• Proactively identify advisors for potential opportunities

• Participate in post-launch sales initiatives to develop advisor interest in campaigns and product enhancements, with the goal of generating sales and increasing market share

• Work with the Regional Director to develop a tactical plan for the region that will provide direction for the marketing and sale of Sun Life products and services within the firms

• Maintain knowledge of our current and future product shelf as developed

• Create and maintain activities, opportunities, tasks and events on SalesForce

• Respond to inquiries about Sun Life's individual life and health products and processes

What do you need to succeed?

• Knowledge of life and health insurance products within the market

• Solid understanding of the independent distribution channel

• Proven effective problem solving and complaint resolution skills

• Ability to prioritize competing inquiries from phone and e-mail and multi-task a variety of requests

• Strong phone and active listening skills

• Demonstrated proficient interpersonal skills with excellent verbal and written communication

• Proficient in sales discovery conversations (understand the advisor's business)

• Strong time management skills

• Strong team player

• Strong presentation skills

• Life license would be considered an asset

Reasons why should you join us under the sun

• Working together, sharing common values, and encouraging growth & achievement

• The opportunity to move along a variety of career paths with amazing networking potential

• Opportunity to give back to the communities in which we live, work, and do business in participating to volunteer opportunities

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

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