Elevate your career as a Mandarin Speaking Advanced Case Manager at Sun Life, supporting high net worth clients through complex insurance sales. Make a significant impact while working in a hybrid environment.
In this advanced role, you'll provide vital support to Financial Advisors across Canada, enhancing their sales strategies and navigating intricate cases. With expertise in Sun Life Financial products and the competitive landscape, you'll facilitate webinars, deliver training, and proactively engage in marketing initiatives. Your role is crucial in driving sales and ensuring smooth business placements.
Key Responsibilities:
• Provide bilingual support to SLFD Advisors on complex cases
• Facilitate insightful webinars to elevate product knowledge




• Engage in proactive outreach to enhance advisor awareness
• Conduct training on advanced sales strategies and concepts
• Collaborate with team members to streamline case management
Requirements:
• Expert knowledge of Sun Life Financial products
• Minimum 5 years in insurance or related fields
• Solid interpersonal skills for building relationships
• Advanced understanding of sales concepts and strategies
• Willingness to travel across Canada for advisor support
Utilize your advanced knowledge and relationship skills to support Financial Advisors at Sun Life.
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📌 Mandarin Speaking Advanced Case Manager (Coquitlam)
🏢 Sun Life
📍 Coquitlam