Join Sun Life as an Advanced Case Manager, leveraging your expertise to guide Financial Advisors in affluent markets. This hybrid role centers on driving sales through exceptional case management.

You will contribute to the individual life and health sales objectives by providing tailored support for complex insurance cases. Your advanced knowledge in Sun Life Financial products will be instrumental in recommending effective strategies to Financial Advisors, particularly those serving Mandarin-speaking clients across Canada. Your proactive engagement and mentorship will facilitate significant sales growth.

Key Responsibilities:
• Support SLFD Advisors to handle large and complex cases
• Host webinars to boost sales strategy understanding




• Promote team services and product enhancements proactively
• Deliver advanced training to Financial Advisors
• Oversee case progression and coordinate between teams

Requirements:
• Deep understanding of individual insurance products
• 3-5 years in sales support role or similar
• Solid communication and interpersonal skills
• Expertise in using sales support systems
• Ability to travel for client and advisor needs

Your contributions will enhance sales efficacy and client satisfaction at Sun Life Financial.
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📌 Advanced Case Manager Insurance Expertise (British Columbia)
🏢 Sun Life
📍 British Columbia