Role Summary

We are looking for self-motivated individuals with strong customer service skills to take on the Service Associate (SA) role. SAs build trust and inspire confidence through exceptional service, one interaction at a time. As a SA you will provide service and administrative support to the Advisor.

Part time position requiring 20 hours per week.

Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. Their services will be engaged exclusively by the Advisor.

Responsibilities In partnership with the Advisor, develop and execute on plan to meet client service and operational goals

Provide superior Client service in person, on the phone and by email

Participate in activities to support the advisor and their business development by creating prospecting lists and outbound calls as required

Book and support meetings with Clients and prospective Clients

Gather client information before a sale and provide administrative assistance after a sale (e.g. form submission, etc.)

Gather and compile production statistics/reports for advisor

Implement efficient procedures for the administration of Client files





Support the advisor in monitoring and responding to Head Office inquiries

Daily management of advisor social media tools

Support Client service commitment

Qualifications

Previous experience in customer service, or other related fields

Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a fast-paced environment

Excellent written and verbal communication skills

Positive and qualified demeanor

Strong relationship building and business development skills

Highly proficient use of Word, PowerPoint, Excel and Salesforce

Compensation

Compensation will vary based on factors such as level of experience and industry network

Disclaimers

Candidates hired into this role by an Advisor will not have an employment or contractor relationship with Sun Life. All decisions with respect to an applicant’s candidacy will be made by the Advisor, and not by Sun Life. You must be at least 18 years old (or 19 if in BC), and be legally entitled to work in Canada to be considered for this role.

Pay: From $20.00 per hour

Expected hours: 20.0 per week

Work Location: In person

📌 Service Associate to Tyler Hirsche, Sun Life Advisor (Lethbridge)
🏢 Tyler Hirsche SunLife Advisor
📍 Lethbridge