Fast-paced environment with constant learning and a high performance culture.
Customer Care Representative (Current Employee), Waterloo Ontario – November 1, 2013
A typical day involves taking calls, resolving customer inquiries and providing a high degree of customer satisfaction. I use several databases each day and on each call. I review claims provide coverage details, maintain files, and promote products and services. I review my call statistics throughout the day and strive for efficiency. I have learned – more... a great deal about medical benefits and the structure of group contracts. I have also learned valuable and transferable computer skills. Management is supportive and always finding ways to collaborate in order to improve workplace satisfaction and business needs. My coworkers are a lot of fun and always willing to discuss the knowledge and material that we all deal with on a daily basis. The hardest part of the job is that the customer is on the line while you complete all of the work, this can be challenging but the pressure helps get the job done and it keeps the day interesting. The most enjoyable part of the job is when customers are truly appreciative of and happy with the service. – less
Receptionist/Lead Generator (Former Employee), Brampton, ON – October 29, 2013
Working in the office was great for me. I am able to complete tasks in a timely manner and learned a lot about how important life insurance is and how important the reputation of a company is. I enjoyed meeting different kinds of people and working with my co-workers as a team to get various jobs completed.
Financial Advisor (Current Employee), Calgary, AB – October 8, 2013
A typical day at work would involve cold calling, warm calling and referral calling. This allows to keep a flow of meetings going on a weekly basis, resulting in a flow of sales. I learned how to act in a professional, unbiased and ethical manner. My management has been extremely supportive and supported all my decisions. I have never worked with such – more... an easy going group of people in my life. Never has there been one issue. The hardest part of the job is the off chance of not receiving an income (as it is commission based only). The most enjoyable part of this job has been the education I've learned, the people I have met and at the atmosphere. – less
employee's where rewarded accoringly for a job well done,
Customer Relations Consultant (Former Employee), Toronto,ON – September 17, 2013
Pros: excellent sallary, health & dental benefits provided
Cons: hi volume of calls during peak hours
I enjoyed the fifteen years I worked with Sun Life Financial. I learned a great deal about Dental and Medical coverage. My co-workers where friendly,I had a instant bond with all my co-workers and as the years passed I looked at them as family rather then co-workers this included Team Leaders, Managers, and Directors. The hardest part of the job was – more... managing the hi volume of calls during peak hours...( we never had enough bodies to manage the magnitude of callers) The sallary was excellent the rewards programs was attainable and regardless of the position I held with Sun Life Financial I always felt valuable to the company. – less
Licensed Sun Life Advisor (Current Employee), home based – September 11, 2013
Pros: free trips
Cons: commison based
It was a great job , however it was only commision based which was to unpredictable for my family. A normal day would involve making calls servicing customers. Handling conflict. Hardest part of the job was selling, best part was client interaction
Financial Advisor (Former Employee), Hamilton, ON – September 11, 2013
Morning meeting in the morning, talking about what do good and areas need to improved in the company, then individual back to office to make their appointment or seeing clients. people group together will go out to prospective clients especially for small business.
Personal financial advisor (Former Employee), Ste Julie. QC – August 5, 2013
Pros: be part of a very important company and commissions
Cons: payments policies. when the clients cut the insurances contrats, the payments will be debit from your next payroll
In order to have sales, you must to make cold calls, ask for the possibility to have an appointment. If you have the appointment after 10 calls, then make recommendations according to the personal economic profile. Then complete all the sales procedures in the computer, prepare the files, make an order to a medical revision, do and redo the follow-up – more... weekly during the next 3 months, including clients payments and clients no payments etc. I learned to insist and have patient.
The training its scheduled by the company, weekly, monthly. The management depends on your personals abilities. Its a very independent position.The company atmosphere its really good, even the big sense of competition. i really enjoyed the experience but, when you have no appointments, you have no sales, if you have no sales you have not payroll, then you have no bills payed. – less
I went into debt $25000 working for this company as a "financial advisor"
Financial Advisor (Former Employee), Chatham-Kent, ON – July 18, 2013
Pros: free food at some corporate events...
STAY AWAY!! I can not repeat that enough. My monthly expenses went from a mere $1500 per month to $5000 per month in less than 6 months I quickly ran up debt and here 4 years later am still paying for it!