Marketing Consultant

4 weeks ago


Waterloo, Canada Sun Life Full time

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.

As a Marketing Consultant, Strategy & Elite Marketing Services, you are the main contact for Sun Life Financial Distribution (SLFD) top advisors’ and you develop personalized marketing strategies and customized materials to help meet their business goals. You will work daily with advisors across Canada, to understand their value proposition, target audience and business objectives and help them excel in their marketing and sales efforts.

The Marketing Consultant reports to the Director, Strategy & Elite Marketing Services, Advisor Sales Support within Sun Life Financial Distribution (SLFD). The Advisor Sales Support team delivers customized, bespoke marketing initiatives at the regional, team and individual advisor levels. The team is accountable to define and deliver marketing programs that effectively position Sun Life advisors’ distinctive value propositions for target clients and drive leads, sales and Client engagement.

**What will you do?**
- Advisor consultation: work 1:1 with advisors to analyze or build their individual marketing plans and fulfill recommended tactics
- Build relationships with advisors and business partners, prioritize and scale customized initiatives. Gather feedback to refine and improve.
- Provide recommendations that support the individual needs of top advisors
- Deliver presentations to various audiences as they relate to the Elite Accelerator program (i.e. field leader meetings, Elite Accelerator program events, regional events)
- Continuously identify opportunities to create additional value, generate new ideas and creative solutions that help advisors grow and manage their practice.
- Reporting and analysis: provide metrics and analysis on marketing plan performance, Client engagement and lead generation
- Evolve marketing capabilities for advisors
- Develop better processes across teams to build a better experience to advisors
- Develop proactively more impactful marketing capabilities to help advisors grow their business

**What do you need to succeed?**
- Excellent interpersonal skills: must be able to consult, influence and negotiate with people from diverse backgrounds and levels throughout the organization
- Excellent communication skills with an ability to build relationships with advisors, team members and business partners
- General business literacy and an understanding of financial services
- Strong organizational skills, attention to detail, and ability to multi-task
- Exhibit strong leadership skills by driving for action, managing complexity and generating innovative solutions
- Ability to embrace change and adapt to constantly evolving business priorities
- Post-secondary education, and 3-5 years of experience in the fields of marketing, social media, business, or communications
- Ability to work independently and to exercise sound judgment

**Assets**
- Salesforce marketing knowledge is an asset
- Previous financial services experience
- Previous experience in an account management role
- Bilingual is an asset (French/English)

**What’s in it for you?**
- 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
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- Wellness programs that support the three pillars of your health - mental, physical and financial
- A friendly, collaborative and inclusive culture
- Working together, sharing common values and encouraging growth & achievement

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**:
53,300/53 300 - 86,300/86 300

**Job Category**:
Marketing

**Posting End Date**:
01/08/2023



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