Shape insurance sales as an Advanced Case Manager at Sun Life, specializing in Mandarin communication for Financial Advisors. This role blends remote and in office work to support clients effectively.
In this strategic role, you'll address the needs of high-net-worth clients while guiding advisors through complex cases. By utilizing your expertise in Sun Life's product offerings, you will identify key opportunities and implement best practices for sales. Your proactive engagement will foster valuable learning sessions that enhance advisors' capabilities and knowledge.
Key Responsibilities:
• Provide tailored support for advisors with complex cases
• Lead webinars to increase understanding of products
• Engage in outreach efforts to boost awareness of services




• Conduct training on advanced sales strategies and tools
• Act as a liaison for smooth processing of business
Requirements:
• Deep understanding of Sun Life products and sales strategies
• At least 5 years in individual insurance roles
• Strong interpersonal skills to build meaningful advisor relationships
• Ongoing work towards CFP or CLU designations preferred
• Travel across Canada is necessary for advisor support
Bring your sales acumen and Mandarin proficiency to help elevate Sun Life's impact in the insurance market.
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📌 Sun Life Advanced Case Manager (Toronto)
🏢 Sun Life Financial
📍 Toronto