Client-Focused Associate at Sun Life

Sun Life

Full-time Finance
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Location
alton, on, Canada
Posted
July 20, 2026

Job Description

Join Sun Life as an Insurance and Wealth Associate, focusing on client service and financial solutions. Use your skills to enhance client engagement while working in a hybrid model.

In this role, you will join the Prospr by Sun Life team, where your mission is to help clients achieve financial security and improved health. Your outstanding communication skills will be essential as you assist both existing and new clients in navigating their insurance and wealth needs through personalized support and relationship building.

Key Responsibilities:
• Fulfill service requests from existing clients
• Proactively call clients for needs assessments
• Manage and finalize death claims process
• Provide support via chat for new Prospr users
• Explore sales opportunities with potential clients

Requirements:
• Proven verbal and written communication expertise
• Call Centre or customer service experience required
•...