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About the role
- Sales Specialist supporting Sun Life’s SunAdvantage financial-services sales and client relationships. Preparing presentations, analyzing reports, supporting renewals, training advisors, and resolving escalations.
Responsibilities
- Support the business development team in selling SunAdvantage products
- Interact directly with clients as needed
- Prepare custom client presentations and documentation for Account Executives
- Review renewal plans, provide insights on options, and flag at-risk accounts
- Analyze monthly update reports, dashboards and financial reports
- Deliver Advisor training on key processes such as PAS/PSS
- Prepare and facilitate employee meetings about plans
- Handle service escalations and liaise with internal teams to resolve issues
- Conduct check-in calls about potential new business with Elite Advisors and key partners
- Support the Business Development Director with reporting and analysis
- Track Account Executive results and performance
- Identify opportunities for improvement with service representatives and underwriting teams
Requirements
- Proficient in preparing high quality documents and presentations
- Ability to effectively manage competing priorities
- Understanding of and commitment to Sun Life Financial's mandate and values
- Ability to manage requests from multiple stakeholders in a continuously evolving environment
- Analytical skills for assessing priorities and problem solving under pressure
- Ability to communicate clearly and appropriately under pressure
- Intermediate to advanced PC skills, including Microsoft Word, PowerPoint, Outlook and web-based programs
- Intermediate to advanced Microsoft Excel skills, including pivot tables, VLOOKUPs and basic formulas
- Superior organization and problem-solving ability
- Excellent oral and written communication and presentation skills
- Excellent interpersonal, decision-making and influencing skills
- Ability to work independently and within a team environment
- Positive attitude and strong customer service orientation
- Basic to intermediate Group Benefits SunAdvantage knowledge
- College diploma
- 3–5 years of related work experience in financial services
Benefits
- Flexible, hybrid work environment
- Competitive salary and bonus structure
- Flexible Benefits from the day you join to meet the needs of you and your family
- Fitness and wellness programs
- Ongoing learning, training, and coaching
- Incentive plans for eligible employees
- Sales incentive plans for certain sales-focused roles
- Office and virtual work flexibility
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