Bilingual Insurance Sales Representative ( Mandarin/ English)
Sun Life is a leading insurance company dedicated to helping clients achieve financial security. The Bilingual Insurance Sales Representative will support the promotion and sales of Sun Life insurance products to independent advisors, focusing on building relationships and expanding the advisor network.
Responsibilities
- Partner with Insurance 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
- 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
Skills
- Bilingual (English & Mandarin)
- 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
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Pension, stock and savings programs to help build and enhance your future financial security.
Company Overview