Job Description
Become a crucial part of the Prospr by Sun Life team as a Wealth Associate. Focus on client engagement, financial planning services, and professional growth in a flexible work environment.
In this role, you will connect with clients to understand their service requirements and facilitate consultations with licensed advisors. Your ability to adapt, listen actively, and provide tailored solutions will enhance client experiences and strengthen client relationships. Embrace a culture committed to continuous improvement while managing claims processes and exploring new service opportunities.
Key Responsibilities:
• Manage inbound client calls for service fulfillment
• Conduct outbound calls to capture new sales opportunities
• Oversee the management of death claims processes
• Assist clients via chat on the Prospr platform
• Strengthen client trust through effective relationship building
Requirements:
• Expertise in verbal and written communication
• Call cente...
In this role, you will connect with clients to understand their service requirements and facilitate consultations with licensed advisors. Your ability to adapt, listen actively, and provide tailored solutions will enhance client experiences and strengthen client relationships. Embrace a culture committed to continuous improvement while managing claims processes and exploring new service opportunities.
Key Responsibilities:
• Manage inbound client calls for service fulfillment
• Conduct outbound calls to capture new sales opportunities
• Oversee the management of death claims processes
• Assist clients via chat on the Prospr platform
• Strengthen client trust through effective relationship building
Requirements:
• Expertise in verbal and written communication
• Call cente...