Insurance and Wealth Associate

Sun Life

Insurance and Wealth Associate in Prospr by Sun Life supporting clients with financial service needs and opportunities. Engaging with clients through calls and managing service requests.

Posted 6/5/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$51,000 - CA$80,200 per yearWebsite

About the role

Key responsibilities & impact

Answer calls from existing Prospr block of clients to fulfill their service needs
Make outbound calls to clients who submitted service requests for policy level changes, beneficiary changes, and account reviews
Make outbound calls to new and existing clients to identify new sales opportunities and offer financial planning services
Manage the death claims process and fulfill outstanding death claims
Support and triage clients entering the Prospr platform through chat function

Requirements

What you’ll need

Strong verbal and written communication skills
Experience in blended or outbound Call Centre or telephone service
Knowledge / experience within the financial services industry
Strong relationship building and problem solving skills
Availability on a variable schedule Monday to Friday between 8am to 8pm
Ability to leverage digital tools to create engaging client interactions
Adaptable and resourceful

Benefits

Comp & perks

Medical, dental, life, and disability insurance
Employee matched pension plan
Stock purchase plan
3 weeks paid vacation
Licensing fees covered
Continuous improvement and career development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

verbal communicationwritten communicationrelationship buildingproblem solvingadaptabilityresourcefulness