Excel as a Bilingual Advanced Case Manager with Sun Life, supporting financial advisors in complex insurance sales. This role focuses on the affluent market and uses your bilingual Mandarin and English skills.
Within Sun Life, you’ll drive individual life and health sales goals while enabling Financial Advisors to succeed with their clients. You will mentor in both Mandarin and English, assist with webinar facilitation, and initiate program outreach to boost advisor awareness. Your role involves leveraging your advanced knowledge of products and strategies to effectively meet market needs.
Key Responsibilities:
• Provide strategic support to SLFD Advisors in both languages • Organize webinars to enhance advisor product knowledge • Engage in proactive programs for service marketing • Deliver advanced training and concepts to advisors • Coordinate and quarterback complex cases effectively
Requirements: • Comprehensive knowledge of Sun Life financial products • 5+ years of experience with individual insurance • Excellent communication and relationship skills • Progress toward industry designations (CFP or CLU) • Travel necessary to support advisors
Leverage your language skills and insurance expertise to create a lasting impact at Sun Life. #J-18808-Ljbffr
📌 Bilingual Insurance Case Manager at Sun Life (Winnipeg)
🏢 Sun Life Financial
📍 Winnipeg
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