Advanced Case Manager

3 weeks ago


Vancouver, British Columbia, Canada Financière Sun Life Full time
Job Title: Advanced Case Manager - Complex Sales Support

Job Summary:

Financière Sun Life is seeking an experienced Advanced Case Manager to provide complex sales support to our Financial Advisors in Western Canada. As a key member of our team, you will play a crucial role in helping our advisors generate sales and place new business.

Responsibilities:

- Provide 1:1 support to Financial Advisors in Western Canada and across Canada regarding large and/or complex cases and competitive situations.
- 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.

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.
- Strong interpersonal and communication skills with the ability to build solid relationships with internal partners and with Financial Advisors.

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 Us:

- Be part of a collaborative and inclusive culture.
- Work with a dynamic team of experts in their fields.
- Have opportunities to make a difference in the lives of individuals, families, and communities around the world.

Salary Range: $78,000 - $128,000

Job Category: Marketing

Posting End Date: Not Applicable
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