Elevate your career as an Advanced Case Manager with Sun Life, specializing in insurance sales strategy for Mandarin-speaking advisors. Make an impact in affluent markets.

As an integral team member at Sun Life, your role involves supporting financial advisors by delivering insights into complex cases and competitive strategies. You will help advisors expand their market reach and improve sales through comprehensive training programs. The position focuses on building strong relationships while promoting innovative solutions for clients’ needs.

Key Responsibilities:
• Support advisors with large complex cases in both languages
• Conduct engaging webinars to educate on product strategies
• Participate in initiatives to heighten advisor engagement




• Train on advanced insurance concepts and solutions
• Oversee case progress from initial submission to placement

Requirements:
• Extensive knowledge of life and health insurance
• 3-5 years of experience in insurance sales
• Proficient in relevant systems like Salesforce and Excel
• Robust skills in communication and relationship building
• Ability to travel as needed for advisor meetings

Contribute to clients' success with targeted insurance strategies at Sun Life.
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📌 Advanced Case Manager at Sun Life (Ontario)
🏢 SunLife
📍 Ontario