Make a meaningful difference at Sun Life as an Insurance Sales Advanced Case Consultant, focusing on high net worth clients. Your expertise will shape successful sales strategies in a hybrid work setting.
As a critical team member, you will assist Financial Advisors by providing advanced case and sales strategy support in English and Mandarin. This role involves training, proactive outreach, and facilitating smooth case processes, ensuring advisors are well-equipped to close complex cases. Your deep knowledge of insurance products will be invaluable.
Key Responsibilities:
• Offer 1:1 support to Financial Advisors across Canada
• Conduct engaging webinars to inform and inspire advisors
• Champion marketing initiatives and product updates




• Implement training programs on insurance strategies
• Manage cases collaboratively with internal teams
Requirements:
• Expert knowledge of Sun Life Financial’s offerings
• At least 5 years in individual insurance roles
• Advanced communication skills for effective collaboration
• Solid grasp of the Canadian insurance landscape
• Willingness to travel for advisor support needs
Drive exceptional insurance sales strategies while enhancing client experiences at Sun Life.
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📌 Insurance Sales Advanced Case Consultant (Coquitlam)
🏢 Sun Life
📍 Coquitlam