Advanced Case Manager

Job Description The Advanced Case Manager is responsible for contributing to the Company’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. You will play a key role in supporting our Financial Advisors with new insurance sales primarily in the affluent and high net worth markets. You will proactively work with Financial Advisors and their regional teams to identify sales opportunities and recommend solutions using your advanced knowledge of Sun Life Financial products, competitive positioning, and complex sales strategies. Join this team and be recognized and awarded for your everyday efforts and contributions, and really having an impact our Purpose : to help Clients and Employees achieve lifetime financial security and live healthier lives. What will you do? Provide 1 : 1 support to SLFD Advisors in the Toronto / Atlantic regions 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 to 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 Managers 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, Sales Directors and EFPS) to assist with smooth placement of business What do you need to succeed? Expert knowledge of Sun Life and individual life and health insurance products, 5+ years working with Individual insurance products Expert knowledge of sales concepts and strategies and their application, as well as competitive information, 3-5 years experience in insurance sales or sales supporting role Strong understanding of our competition and the Canadian insurance and financial environment including government regulations and tax implications – both corporate and individual Excellent grasp of systems and tools used to support the sales process (Illustration systems, Salesforce, 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) As the role primarily supports the Toronto / Atlantic region, some travel is required What's in it for you? Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year Flexible Benefits from the day you join to meet the needs of you and your family Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions. The opportunity to move along a variety of career paths with amazing networking potential Flexible hybrid work model Work and professional development that is united by our Purpose : to help Clients and Employees achieve lifetime financial security and live healthier lives A friendly, collaborative, and inclusive culture We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work® Canada Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the CorporateKnights’ 2024 #J-18808-Ljbffr