Prospr Advisor - Core
Sun Life(15 days ago)
About this role
The role involves providing holistic Life, Health and Wealth solutions through inbound and outbound calls, helping clients meet their financial goals. As a team member, you'll contribute to client success by offering tailored advice and building strong relationships. The position is focused on enhancing the client experience in a financial services environment, emphasizing continuous improvement and professional growth.
Required Skills
- Customer Service
- Active Listening
- Financial Advice
- Relationship Building
- Salesforce
- Insurance Products
- Communication Skills
- Problem Solving
- Digital Tools
- Outbound Calling
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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