Join Sun Life as an Advanced Case Manager focused on Mandarin-speaking Financial Advisors. Drive sales through complex case support and cutting-edge strategies for affluent clients.
In this role, you will contribute to Sun Life’s sales goals by assisting financial advisors in the Sales channel. Utilizing your expertise in life and health insurance products, you will identify high-value opportunities and collaborate with advisors across Canada. Your advanced knowledge will allow you to support sales strategies in the affluent market segment effectively.
Key Responsibilities:
• Provide 1:1 support to advisors in Mandarin and English • Facilitate webinars enhancing product knowledge for advisors • Conduct proactive outreach programs to increase awareness • Deliver training on advanced concepts for financial advisors • Liaise with advisors and internal teams for case management
Requirements: • Expert knowledge of Sun Life financial products • 5+ years in individual insurance products • Strong interpersonal and communication skills • Completion or progress towards industry designations • Willing to travel to support advisors across Canada
Utilize your skills in support of Sun Life's mission to enhance clients' financial security. #J-18808-Ljbffr