Join Sun Life as an Advanced Case Manager focused on Mandarin-speaking Financial Advisors. Drive sales through complex case support and creative 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 prospects 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
Robust 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.
📌 Mandarin Speaking Advanced Case Manager Toronto
🏢 SunLife
📍 Toronto
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