Elevate your career as an Advanced Case Manager with Sun Life, supporting Mandarin-speaking Financial Advisors in complex insurance sales across Canada. Leverage your expertise in both English and Mandarin to drive success.
In this key role, you'll contribute to Sun Life’s individual life and health sales goals by providing intricate case and sales strategy support. Collaborate with Financial Advisors and insurance sales directors to identify opportunities and recommend tailored solutions. Your advanced knowledge of Sun Life products and complex sales strategies will play a pivotal role in enhancing advisor capabilities and impacting client lives.
Key Responsibilities:
• Provide 1:1 support to SLFD Advisors in Mandarin and English
• Facilitate educational webinars for Financial Advisors
• Participate in proactive programs to raise advisor awareness
• Deliver advanced training programs on sales strategies
• Assist with proactive follow-up on submitted business
Requirements:
• Expert knowledge of Sun Life insurance products
• 5+ years with individual insurance products
• Robust communication and interpersonal skills
• Completion or pursuit of relevant industry designations
• Ability to travel across Canada
Amplify your impact in the insurance sector at Sun Life while supporting Financial Advisors and enhancing their sales expertise.
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📌 Advanced Case Manager at Sun Life (Ontario)
🏢 Sun Life Financial
📍 Ontario
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