Bilingual Sales Support Administrator, Prospr by Sun Life
1 week ago
Job Description :Sales Support Administrator (SSA), Prospr by Sun LifeAt Sun Life Financial the client is at the centre of everything we do. As a Sales Support Administrator forProspr by Sunlife your work will directly contribute to our mission of helping clients achieve lifetimefinancial security and live healthier lives.You will fulfill abroad spectrum of support functions aimed at enhancing the operational effectiveness of the Prospr bySun Life team.What will you do? Reporting to theTeam Lead, Service to Sales,you will: Manage the team inboxes to triage client requests and work items to Prospr’s Insurance & Wealth Associate (IWA) and Advisor teams. Support campaign administration; assigning leads to Advisors and maintaining ongoing reporting.Run various Salesforce reports and campaigns to ensureaction on open opportunities and reporting accuracyManage the retrieval and sorting of boxes containing client files for destruction, legal hold, and imaging. Organize documents in a systematic and logical manner to ensure easy retrieval, and adherence to the Sun Life records retention rules.Maintain a high attention to detail to ensure that all documents are properlysegmented and prepared for offsite storage.What do you need to succeed?Attention to detail:Strong attention to detail to ensure critical information is not missed when sorting client files, administering tasks, and identifying key documentsOrganization:The candidate should have excellent organizational skills to maintain a systematic and logical filing system. Technical skills:The candidate should have experience using scanning equipment and be proficient in uploading data into Salesforce or similar software. They should be able to use basic computer programs such asWindows operating systems, andMicrosoftOffice suite.Communication skills:The candidate should haveeffectivecommunication skills to interact with team members and supervisors to provide updates on the status of their work and to collaborate on achieving objectives. High school diploma with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferredMust be able to obtain Reliability Status through the Government of Canada prior to start date. Must be able to lift and carry items up to 50 lb/22.7 kg and be on your feet for extended periods of time.Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.Experience that would be nice to havePrevious experience in financial services, an office environment, and/or client service rolesStrong client relationship skills and a client centric mindsetKnowledge of SalesforceWhat’s in it for you?Fitness and wellness programs that help you balance work and life and enjoy a healthierFluid workspaces where you can choose from a variety of workstations, offices and collaboration zones based on your daily needsWe offera5-day workweek,attractive salary, and excellent career development opportunities to the right candidate.
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Montreal, Quebec, Canada Sun Life Québec Full time $45,100 - $63,700 per yearYou 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...
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Bilingual Advisor
4 weeks ago
Montreal, Canada Sun Life Québec Full timeBilingual Advisor - Wealth, Prospr by Sun Life Join to apply for the Bilingual Advisor - Wealth, Prospr by Sun Life role at Sun Life Québec. 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...
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Bilingual Advisor
4 weeks ago
Montreal, Canada Sun Life Québec Full timeBilingual Advisor - Wealth, Prospr by Sun Life Join to apply for the Bilingual Advisor - Wealth, Prospr by Sun Life role at Sun Life Québec. 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...
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Advisor, Prospr by Sun Life
2 days ago
Montreal, Canada Sun Life Full timeJob Description :Be part of a unique change!..At Sun Life Financial the client is at the center of everything we do. As an LLQP and IFIC certified Prospr Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our dynamic team, you will provide holistic Life,...
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Advisor, Prospr by Sun Life
4 weeks ago
Montreal, Canada Sun Life Financial Full timeAdvisor, Prospr by Sun Life page is loaded## Advisor, Prospr by Sun Lifelocations: Montreal, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00117501You 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...
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Advisor, Prospr by Sun Life
4 weeks ago
Montreal, Canada Sun Life Financial Full timeAdvisor, Prospr by Sun Life page is loaded## Advisor, Prospr by Sun Lifelocations: Montreal, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00117501You 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...
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Advisor, Prospr by Sun Life
4 weeks ago
Montreal, Canada Sun Life Financial Full timeAdvisor, Prospr by Sun Life page is loaded## Advisor, Prospr by Sun Lifelocations: Montreal, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR00117501You 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...
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Advisor, Prospr by Sun Life
4 weeks ago
Montreal, Canada Sun Life Québec Full timeJob Description 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....
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Advisor, Prospr by Sun Life
4 weeks ago
Montreal, Canada Sun Life Québec Full timeJob Description 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....
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Advisor, Prospr by Sun Life
7 days ago
Montreal, Quebec, Canada Sun Life Québec Full time $58,000 - $93,000 per yearYou 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...
