Advanced Case Manager - Insurance Sales

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:

The Advanced Case Manager is responsible for contributing to the Company’s individual life and health sales goals by providing complex case and sales strategy support to advisors in the Sun Life Financial Distributors (SLFD) channel.

You will play a key role in supporting our Financial Advisors in Western Canada with new insurance sales primarily in the affluent and high net worth markets. You will proactively work with the Insurance Sales Directors, Financial Advisors and their regional teams to identify sales opportunities and recommend solutions using your advanced knowledge of Sun Life products, competitive positioning, and complex sales strategies.

Responsibilities:

• Provide 1:1 support to SLFD Advisors in Western Canada and across Canada regarding large and/or complex cases and competitive situations with a focus on helping to generate sales and place new business

• Facilitate webinars to improve our Financial Advisors knowledge and awareness of products and individual / corporate strategies that will help to drive sales

• Participate in proactive outbound programs to increase Financial Advisor awareness of team services, product enhancements, and marketing initiatives

• Deliver training programs focused on advanced concepts and strategies for our Financial Advisors

• Support Financial Advisors through proactive follow up on submitted business, supporting key events such as Professional Development Symposiums

• Work closely with the regional teams including the RVP, District Manager and Business Development Consultants / Partners to support sales growth.

• Quarterback cases from start to finish. Liaise between Financial Advisors and internal teams (Product, Pricing, Underwriting, New Business and EFPS) to assist with smooth placement of business.

Qualifications:

• Knowledge of Sun Life and individual life and health insurance products

• Knowledge of sales concepts and strategies and their application, as well as competitive information

• Understanding of our competition and the Canadian insurance and financial environment including government regulations and tax implications – both corporate and individual.

• Knowledge of systems and tools used to support the sales process (Illustration systems, Salesforce, SVFA, MS Excel)

• Strong interpersonal and communication skills with the ability to build solid relationships with internal partners and with SLFD Advisors

• Completion or working towards relevant industry designations (CFP, CLU)

• As the role primarily supports the Western region, some travel is required.

Preferred skills/experience:

• Education in business or finance, or equivalent work experience

• 5+ years working with Individual insurance products

• 3-5 years experience in insurance sales or sales supporting role

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 lives

• A friendly, collaborative and inclusive culture

• A collaborative and interactive team environment

• Being part of our journey in developing the next greatest digital experience

• Working together, sharing common values and encouraging growth & achievement

#LI-Remote

The 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 thebrightside@sunlife.com.

At 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:

Job Category:

Posting End Date: