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About the role
- Sales Specialist supporting Sun Life’s SunAdvantage product sales and client relationships. Preparing presentations, analyzing financial reports, supporting renewals, and coordinating client service activities.
Responsibilities
- Support the business development team selling SunAdvantage products
- Interact directly with clients as needed
- Prepare custom client PowerPoint presentations and other documentation for Account Executives
- Review renewal plans, provide insights on options, and flag at-risk accounts
- Analyze monthly update reports, dashboards and financial reports, providing insights and recommendations
- Deliver Advisor training on key processes such as PAS and PSS
- Prepare and facilitate employee meetings about plans
- Handle service escalations for Account Executives and liaise with internal teams to resolve them
- Conduct check-in calls about potential new business with Elite Advisors and key partners
- Support the Business Development Director with reporting and analysis of 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
- Demonstrated understanding of and commitment to Sun Life Financial's mandate and values
- Ability to stay abreast of a continuously evolving environment and manage requests from multiple stakeholders
- Demonstrated 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 strong team environment
- Positive attitude and strong customer service orientation
- Basic to intermediate Group Benefits SunAdvantage knowledge
- College diploma and 3–5 years related work experience in financial services
Benefits
- A flexible, hybrid work environment with work location driven by Client and business needs
- Competitive salary and bonus structure informed by market range data
- 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 to grow your career
- Choice and flexibility to work from both the office and virtually based on business and Client needs
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