Join Sun Life as an Advanced Case Manager, focusing on supporting Mandarin-speaking Financial Advisors in the affluent market. Utilize your bilingual skills to foster successful insurance sales strategies.

At Sun Life, you will significantly contribute to the individual life and health sales goals as an essential team player. Your role will involve providing comprehensive support to Financial Advisors, facilitating webinars, and enhancing advisors' product knowledge. With your understanding of sales strategies and competitive positioning, you'll be instrumental in identifying sales opportunities and facilitating business placements.

Key Responsibilities:
• Offer tailored support to SLFD Advisors in multiple languages
• Host webinars to improve product knowledge for advisors




• Drive proactive outreach programs for service awareness
• Educate on advanced sales strategies through training
• Coordinate with internal teams for seamless business placements

Requirements:
• Strong expertise in Sun Life Financial products
• 3-5 years in insurance sales or support roles
• Exceptionally solid relationship-building skills
• Working towards CFP or CLU designations
• Willingness to travel to support advisors

Make a meaningful difference in clients' lives by enhancing your career at Sun Life.
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📌 Case Manager for Insurance Sales Growth (Ontario)
🏢 Sun Life Financial
📍 Ontario