You'll work with energetic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.

At Sun

Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Advanced Case

Manager is responsible for contributing to the Company’s individual life and health sales goals by providing complex case and sales strategy support to advisors in the Sun Life Financial Distributors (SLFD) channel. You will play a key role in supporting our Mandarin speaking Financial Advisors with new insurance sales primarily in the affluent and high net worth markets. You will proactively work with the Insurance Sales Directors, Financial Advisors and their regional teams to identify sales opportunities and recommend solutions using your advanced knowledge of Sun Life Financial products, competitive positioning, and complex sales strategies.





Provide 1:1 Mandarin and English support to SLFD Advisors across Canada regarding large and/or complex cases and competitive situations with a focus on helping to generate sales and place new business Facilitate webinars to improve our Financial Advisors knowledge and awareness of products and individual / corporate strategies that will help to drive sales Participate in proactive outbound programs to increase Financial Advisor awareness of team services, product enhancements, and marketing initiatives Deliver training programs focused on advanced concepts and strategies for our Financial Advisors Work closely with the regional teams including the RVP, District Directors and Business Development Consultants / Partners to support sales growth Expert knowledge of Sun Life Financial and individual life and health insurance products Expert knowledge of sales concepts and strategies and their application, as well as competitive information Strong understanding of our competition and the Canadian insurance and financial environment including government regulations and tax implications – both corporate and individual. Excellent grasp of systems and tools used to support the sales process (Illustration systems, Salesforce, SVFA, MS Excel) Strong interpersonal and communication skills with the ability to build solid relationships with internal partners and with SLFD Advisors As the role primarily supports Mandarin speaking advisors across Canada, travel is required Education in business or finance,



or equivalent work experience ~5+ years working with Individual insurance products ~3-5 years experience in insurance sales or sales supporting role Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections. Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.

Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life.

A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected] are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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📌 Advanced Case Manager - Insurance Sales - Mandarin (Ontario)
🏢 Sun Life
📍 Ontario