Senior Business Development Professional

1 week ago


Calgary, Alberta, Canada Sun Life Full time

Contribute to Individual Life and Health Sales Goals

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Sun Life seeks a highly skilled professional to provide complex case and sales strategy support to advisors in the Sun Life Financial Distributors (SLFD) channel, contributing to individual life and health sales goals.

The ideal candidate 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.

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 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:

  • A strong understanding of Sun Life and individual life and health insurance products.
  • A deep understanding of sales concepts and strategies and their application, as well as competitive information.
  • An understanding of the Canadian insurance and financial environment, including government regulations and tax implications.
  • 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).

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 roles.

About Sun Life:

Sun Life is a company dedicated to helping clients and employees achieve lifetime financial security and live healthier lives.

We offer a friendly, collaborative, and inclusive culture, as well as a collaborative and interactive team environment.

We are committed to developing the next greatest digital experience and value teamwork, shared values, and employee growth and achievement.

Estimated Salary Range: $78,000 - $128,000 per year.



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