Insurance Sales Strategist

6 days ago


Waterloo, Ontario, Canada Sun Life Financial Full time
Company Overview
Sun Life Financial is a leading insurance and financial services company dedicated to helping individuals, families, and communities achieve lifetime financial security and live healthier lives. Our purpose-driven culture values diversity, inclusion, and employee well-being.

Job Description
The Advanced Case Manager plays a critical role in supporting Sun Life'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. This includes proactively working with Financial Advisors and their regional teams to identify sales opportunities and recommend solutions using advanced knowledge of Sun Life Financial products, competitive positioning, and complex sales strategies.

Required Skills and Qualifications
To succeed in this role, you will require expert knowledge of Sun Life and individual life and health insurance products, as well as sales concepts and strategies and their application. A strong understanding of our competition and the Canadian insurance and financial environment, including government regulations and tax implications, is also essential. Additionally, excellent interpersonal and communication skills are necessary for building solid relationships with internal partners and SLFD Advisors. Relevant industry designations, such as CFP or CLU, are highly valued.

Benefits
As a Sun Life employee, you can expect a range of benefits that support your physical, emotional, and financial well-being. These include flexible work arrangements, pension plan participation, and access to exclusive discounts and rewards. Our commitment to diversity, equity, and inclusion ensures that all employees feel valued and respected. With opportunities for growth and development, you'll be empowered to reach your full potential and make a meaningful contribution to our mission.
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