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Team Leader Stylist
Levi's, Montreal, QC
Team Leader StylistJob descriptionLead and guide the team towards the achievement of daily objectives and sales standards required.Know how to delegate tasks between co-workers.Ensure the cleanliness of the store as well as the visual standards required.Enforce administrative policies and procedures.Proceed with the receiving/shipping of the goods with vigilance.AdvantagesContinuous trainingFlexible scheduleSchool/work balanceEmployee discountEmployee recognitionCompetitive and progressive compensationBonus for referring another employeeOpportunity to grow within the companyQualifications6 months of experience in retail or equivalent.Bilingualism, an asset.Senior: More than 30 hours per week.Junior: Less than 30 hours per week.
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Montreal, QC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual is required (French/English) - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec. High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Montreal#LI-Hybrid#M-CA-IN-CM About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
8877-6 des Ventes Internes/Selling Manager- Inside Sales
Konica Minolta Business Solutions Canada Ltd., Montreal, QC
  Nous recherchons un Responsable des ventes internes pour rejoindre notre équipe!Résumé du poste:En tant que Responsable des ventes internes, vous jouerez un double rôle dans la fidélisation et l'expansion de notre base de clients PME satisfaits et rentables, tout en encadrant et en mentorant les membres de notre équipe de vente. Vos responsabilités incluront la gestion des relations avec les clients, la fourniture d'un service exceptionnel et la présentation des nouveaux produits et services Konica Minolta à vos clients assignés. Parallèlement, vous consacrerez la moitié de votre temps à aider les membres de votre équipe à améliorer leurs compétences et à progresser professionnellement.Ce que vous ferez ici:Gérez un groupe de clients sous contrat et effectuez des communications sortantes par téléphone, e-mail, réseaux sociaux et réunions en ligne.Collaborez avec les équipes de support du marché local pour présenter les avantages des produits, services et solutions Konica Minolta.Élaborez et présentez des propositions personnalisées répondant aux besoins spécifiques de chaque client.Établissez des relations avec les décideurs clés pour obtenir de nouveaux contrats et renforcer les partenariats existants.Maintenez la satisfaction des clients en gérant les activités de fidélisation, en concluant régulièrement des ventes et en atteignant les objectifs mensuels d'activité et de revenu.Générez des revenus à partir du portefeuille de services complets, y compris les services et offres étendus.Maintenez des prévisions de compte précises et un développement de pipeline.Générez des leads pour nos offres de services gérés et informatiques, y compris l'approvisionnement informatique.Organisez des sessions d'examen et d'évaluation de la planification commerciale technologique périodiques avec les clients.Gérez les escalades des comptes clients pour garantir le paiement rapide des factures.Coordonnez avec les équipes du marché et votre responsable direct pour tirer parti des ressources selon les besoins.Aidez à la documentation relative à toutes les phases du client et identifiez des projets supplémentaires.Allouez 50% de votre temps à l'encadrement, au mentorat et à la formation des membres de votre équipe de vente.Fournissez des conseils et partagez les meilleures pratiques, aidant les membres de l'équipe à atteindre leurs objectifs de vente et leur croissance professionnelle.Collaborez avec les membres de l'équipe sur des stratégies pour améliorer leurs performances de vente.Élaborez et organisez régulièrement des formations et ateliers de vente pour garantir que les membres de l'équipe sont à jour sur les tendances de l'industrie et les connaissances sur les produits.Ce que vous apportez à la table:Bilingue Francais-AnglaisDiplôme BA ou BS ou combinaison équivalente d'éducation et d'expérience pertinente (préféré)2+ années d'expérience dans la vente, le coaching ou le mentoratExcellentes compétences en prospection et découverteCapacités organisationnelles, de gestion du temps et multitâches exceptionnellesSolides compétences en développement commercial, négociation et influenceExcellentes compétences en communication écrite et verbaleMaîtrise de l'explication d'informations techniques complexes à des publics non techniquesCapacité à exprimer le ROICapacité de vente de solutionsSolides compétences en planification et en conclusion de ventesEngagement solide envers la vente et le service client avec une bonne initiative et un bon suiviAntécédents avérés de coaching, de mentorat et de développement de professionnels de la venteCe que nous offrons :Formation et perfectionnement de classe mondiale et à la demande, incluant :Formation Evolve SalesStages intensifs d'une semaine sur les produitsOpportunités d'apprentissage continuProgramme de mentorat Fast RampCoaching hebdomadaire 1:1 avec votre directionCheminement clair vers la promotion avec un programme de développement accéléré du leadershipExposition à des leaders d'opinion exécutifs passionnés par la mise en pratique de nos valeursEnsemble complet d'avantages sociaux, incluant les avantages santé, financiers et autres, les politiques de congés et de vacances, et les avantages parentauxOptions de travail flexiblesProgramme de remboursement des frais de scolaritéRéductions pour les employésProgramme d'aide aux employés et à leur familleOpportunités de carrière internationalesÀ propos de Konica Minolta:Nos valeurs fondamentales : Ouvert et honnête. Axé sur le client. Innovant. Passionné. Inclusif et collaboratif. Responsable.Konica Minolta est un fournisseur leader de solutions technologiques pour les entreprises qui aident les organisations à améliorer leurs performances commerciales. Notre technologie innovante et nos services permettent aux entreprises d'optimiser leur gestion de documents de bout en bout, de réduire les coûts et d'augmenter la productivité. En tant qu'entreprise, nous nous engageons à établir des relations à long terme avec nos clients et à fournir de la valeur grâce à nos produits et services.Konica Minolta est un employeur offrant l'égalité des chances et accueille tous les candidats qualifiés.******************************************************************************************************We are looking for a Selling Manager - Inside Sales to join our team!Position Summary:As a Selling Manager - Inside Sales, you will play a dual role in retaining and expanding our loyal, satisfied, and profitable SMB client base while coaching and mentoring our sales team members. Your responsibilities will include managing client relationships, providing exceptional service, and introducing new Konica Minolta products and services to your assigned clients. Simultaneously, you will dedicate half of your time to helping your team members improve their skills and grow professionally.What You'll Do Here:Manage a group of contracted clients and conduct outbound communications via phone calls, emails, social media, and web meetings.Collaborate with local market support teams to showcase the benefits of Konica Minolta products, services, and solutionsDevelop and present customized proposals addressing each client's specific business needsEstablish relationships with key decision-makers to secure new business and strengthen existing partnershipsMaintain client satisfaction by managing retention activities, consistently closing sales, and achieving monthly activity and revenue goalsGenerate revenue from the full-service portfolio, including extended services and offerings.Maintain accurate account forecasting and pipeline development.Generate leads for our Managed Services and IT offerings, including IT ProcurementConduct periodic Technology Business Planning review sessions and assessments with clientsManage Accounts Receivable escalations to ensure timely invoice payments.Coordinate with market teams and your direct manager to leverage resources as neededAssist with documentation related to all client phases and identify additional projectsAllocate 50% of your time to coaching, mentoring, and training your sales team membersProvide guidance and share best practices, helping team members achieve their sales targets and professional growthCollaborate with team members on strategies to improve their sales performance.Develop and conduct regular sales trainings and workshops to ensure team members are up to date with industry trends and product knowledgeWhat You Bring to the Table:Bilingual French-EnglishBA or BS degree or equivalent combination of relevant education and experience (preferred)2+ years of experience in sales, coaching or mentoringExcellent prospecting and discovery skillsExceptional organizational, time management, and multitasking skillsStrong business development, negotiation, and influencing abilities.Excellent written and verbal communication skills.Proficiency in explaining complex technical information to non-technical audiences.Ability to articulate ROI.Solution selling ability.Strong planning and closing skills.Solid commitment to sales and customer service with good initiative and follow-throughProven track record of coaching, mentoring, and developing sales professionalsWhat We Offer:World class enablement and on-demand training, including:Evolve Sales TrainingWeeklong product boot-campsContinuous learning opportunitiesFast Ramp mentorship programWeekly 1:1 coaching with your leadership.Clear path to promotion with accelerated leadership development programExposure to executive thought leaders with a passion for living our valuesComprehensive benefits package, including health benefits, financial benefits and perks, time off and leave policies, and parental benefitsFlexible work optionsTuition Reimbursement ProgramEmployee DiscountsEmployee and Family Assistance ProgramGlobal Career OpportunitiesAbout Konica Minolta:Our core values: Open and Honest. Customer-Centric. Innovative. Passionate. Inclusive & Collaborative. Accountable.Konica Minolta is a leading provider of Business Technology solutions that help organizations improve their business performance. Our innovative technology and services empower companies to optimize their end-to-end document handling, reduce costs, and increase productivity. As a company, we are committed to building long-term relationships with our customers and delivering value through our products and services.Konica Minolta is an equal opportunity employer and welcomes all qualified applicants.#KM
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Montreal, QC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual is required (French/English) -The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say#Quebec#LI-Remote#M-CA-IN-CMAbout Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Integration Consultant
Sun Life Financial, Montreal, QC
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Location: HybridClient Data Solutions (CDSS) in Group & Wealth Operations supports both Group Benefit and Group Retirement Services clients with all their plan member data needs. We specialize in:Inbound automated feeds from our clients into Sun Life (e.g. demographic data loads, GB HRIS feeds, etc.)Outbound data files from Sun Life to our clients (e.g. payroll deduction files, etc.)The team is currently growing our scope of services, building new partnerships with internal teams, and increasing our client-facing capabilities. We are looking for new team members with a drive to further strengthen this industry-leading team.A major business objective is to change, optimize and improve the way we process and deliver data services to all lines of business. The evolution of Client Data Solutions (CDSS) is a fundamental shift in the way we view data as a valuable corporate asset. With that main objective in mind, the strategy is to build a service-oriented, center of excellence model, which focuses on client (internal and external) service, recognizing the importance of all stakeholders and a centralized data management strategy. Key drivers to this strategy are the resources and staffing model we put in place to execute and implement our plan. The focus is on resources who possess a combination of business knowledge and the ability to directly communicate and consult with our clients during new business implementations, client presentations and production support inquiries.What will you do?Meet with clients to review their data and system needsCreate Client specific data file feed solutions to help clients integrate with Sun Life systemsParticipate as part of the client’s Sun Life implementation team and work with internal partners across the business and ITBuild data file maps using IBM Sterling B2B Integrator Map Editor softwareProject Management: lead your data file implementation through all stages of the integration development lifecycle: requirements, solution design, development, testing, deployment, and monitoringIdentify gaps which exist between a client request and Sun Life's standardsOffer and influence alternative solutions that make sense from a business process and cost standpointAnticipate potential impacts to plan design, scope, process, timelines, and requirements which impact data solutionsIdentify risks through client meetings and conversations relating to the processes, requirements, or group system capabilitiesResolve issues through suggesting options or negotiating with the parties involved to get to a compromised solution that meets our clients needs and still allows for accuracy of solutions, while keeping costs in checkEngage in the continuous improvement of the team and processesInfluence the team direction through participation in strategic initiativesWhat do you need to succeed?Advanced Excel skills (pivot tables, VLOOKUP formulas) is requiredGood understanding of file formats (xml, .csv, .txt etc)Project Management knowledge of integration development lifecycle: requirements gathering, solution design, development, testing, deployment and monitoringClient focused mindset with superior customer service experienceSelf-motivated with a strong work ethic and high degree of integrityContinuous learner with problem-solving skills and the ability to adapt to changeDetailed, thorough and focused on quality while maintaining a high degree of accuracyTeam player, with high interest in building relationships and working in a cross-functional team environmentExcellent communication and presentation skills with ability to communicate with clients in both technical and non-technical termsCoordinate action plans and major decisions with the leadership teamAs this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwideWhat would be nice to have?Bilingualism, with verbal and written communication skills in English and French (outside of Quebec)University degree with at least 3 years of experience or an equivalent combination of education and experienceUnderstanding of Group Benefits, business processes and systems (OASIS)Translation mapping experience with IBM Sterling B2B Integrator Map EditorWhat’s in it for you?Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier livesOngoing learning, training, and coaching to grow your careerWe are honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work Canada#LI-HybridThe Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected] Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:54,300/54 300 - 88,300/88 300Job Category:Business Analysis - ProcessPosting End Date:31/05/2024
Retirement Consultant
Sun Life Financial, Montreal, QC
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Schedule: Must be available from 12h00 PM to 8h00 PMThe Retirement Consultant team takes pride in educating and providing investment advice to group plan members who are approaching or at retirement (including supporting the conversion of their savings/assets to income products). Our Retirement Consultants are salaried advisors, life licensed in all provinces and territories. They are familiar with pension legislation across all Canadian jurisdictions, and are well versed in financial matters including retirement planning, income solutions, investment strategies and products including annuities.Our Retirement Consultant Team is part of the Client Solutions Centre (CSC) at Sun Life, which is inbound and outbound call centre located in Montreal and Toronto. In addition to working closely with retiring members over the telephone, our Retirement Consultants can expect some travel, where they would conduct in- person client meetings with Retirees at their employer location. Main accountabilities:Assist members with their retirement plan, while reviewing options, and providing clear explanations regarding retirement income productsMake recommendations and finalize retirement product selection, including offering retiree health benefits if appropriateEnsure members understand the process and theory behind asset allocation, while assisting them with the review of their portfolioMake specific investment recommendations based on the assessment of members' ability and willingness to bear financial riskProject income scenarios/illustrations under the various income products (ie: RIF/LIF/Annuity) and ensure members understands the ramifications of each optionResponsible for achieving Retirement and Protection sales targetsLimited travel in Canada could be required to support in-person meetings as part of our University Custom Retirement StrategyKeep abreast of product and industry changes, while being mindful of competitor informationContribute to the CSC's ongoing success by providing suggestions and recommendations to help improve our client experience and the products and services offered by sharing insights gained by dealing directly with clientsFoster and participate in a work environment that values people, invites creativity, celebrates learning and accountability and encourages employee participation and engagement.Core competencies:Comprehensive and deep understanding of insurance products, wealth management products, financial markets, retirement options and annuitiesAbility to impact and influence the decisions of group plan members to ensure they are choosing the right products, funds and services that match their needs, risk tolerance etcHigh sales and a service orientationSolid ability to organize and prioritize workSolid Relationship management skillsEffective time and personal management in a Call Centre environment (balancing inbound and outbound calling, and less frequent in- person client meetings)Analytical mind set with a proven ability to quickly understand client needsActive listener with the ability to respond effectively to client feedbackAbility to positively adapt to change as products, processes and systems continue to evolveTeam orientedProven ability to impact and influence client decisions to ensure they are making the right choices based on their individual needsAttention to detail to generate results while complying with client experience and quality standardsExperience as a financial advisor, consultant or broker, supporting clients within the Wealth industrySuccessful completion of the Canadian Securities Course (CSC) and/or Canadian Investment Fund Course (IFIC) successfully complete itExperience with Call Centres or telephone servicingRequired:A valid and active Life License in Ontario (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this roleCertified Financial Planner (CFP) designation or Financial planner designation (IQPF)Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.Why join Sun Life:Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier livesA friendly, collaborative and inclusive cultureA collaborative and interactive team environmentBeing part of our journey in developing the next greatest digital experienceWorking together, sharing common values and encouraging growth & achievementThe Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected] Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:54,300/54 300 - 88,300/88 300Job Category:Sales - SIPPosting End Date:22/05/2024