Join Sun Life as an Advanced Case Manager and make an impact in insurance sales for Mandarin speaking Financial Advisors. Work remotely or in the office, focusing on high-value markets.

You will support advisors with complex case management and sales strategies, facilitating success in the affluent insurance sector. Use your in-depth knowledge of Sun Life Financial to identify sales opportunities and deliver essential training that empowers advisors. Building strong relationships with partners will be key to driving sales and achieving goals.

Key Responsibilities:
• Offer complex case support in Mandarin and English
• Conduct webinars to elevate advisor product knowledge
• Increase awareness of services through proactive programs




• Train advisors on advanced sales techniques
• Collaborate with teams to ensure effective business processing

Requirements:
• Extensive knowledge of insurance products and sales practices
• Minimum 5 years in individual insurance experience
• Proficient in communication and relationship management
• Progress towards CFP or CLU is preferred
• Must travel across Canada to meet advisor needs

Utilize your sales experience and Mandarin skills to support Sun Life's commitment to client success.
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📌 Advanced Insurance Case Manager Role (Ontario)
🏢 Sun Life Financial
📍 Ontario