Job Description
Support client financial health as an Insurance and Wealth Associate with the new Prospr team at Sun Life. Engage clients through personalized service and financial planning in a hybrid work environment.
This position focuses on fostering relationships with clients and supporting them with service requests, consultations, and proactive outreach for new opportunities. Your role is vital in managing claims and efficiently navigating client interactions. Bring your communication skills and adaptability to our ongoing mission of financial security and healthier living for all clients.
Key Responsibilities:
• Respond to calls from existing Prospr clients for service needs
• Initiate outbound calls for identified sales opportunities
• Manage outstanding death claims efficiently
• Triage client queries on the Prospr platform chat
• Establish credibility through effective communication
Requirements:
• Excellent verbal and written communication abilities
• Prior ex...
This position focuses on fostering relationships with clients and supporting them with service requests, consultations, and proactive outreach for new opportunities. Your role is vital in managing claims and efficiently navigating client interactions. Bring your communication skills and adaptability to our ongoing mission of financial security and healthier living for all clients.
Key Responsibilities:
• Respond to calls from existing Prospr clients for service needs
• Initiate outbound calls for identified sales opportunities
• Manage outstanding death claims efficiently
• Triage client queries on the Prospr platform chat
• Establish credibility through effective communication
Requirements:
• Excellent verbal and written communication abilities
• Prior ex...
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