Elevate your insurance sales career with Sun Life as an Advanced Case Manager, providing essential support to Mandarin speaking Financial Advisors. Utilize your expert sales strategies to foster growth in affluent markets across Canada.
In this crucial role, you will contribute to Sun Life’s sales goals by offering comprehensive case support and strategy guidance to advisors. Your knowledge of competitive insurance products and the Canadian financial landscape will be vital as you identify opportunities and recommend tailored solutions. This position calls for strong relationship-building skills and the ability to deliver insightful training to enhance advisor effectiveness.
Key Responsibilities:
• Support SLFD Advisors with complex cases in Mandarin and English
• Conduct training webinars to boost advisors' product knowledge




• Engage in proactive outreach to raise awareness of team services
• Facilitate Career development events for advisors
• Liaise between advisors and internal teams for case management
Requirements:
• Expertise in individual life and health insurance products
• Strong understanding of sales strategies and market competition
• Excellent communication and interpersonal skills
• Relevant industry certifications (CFP, CLU) preferred
• Willingness to travel across Canada for advisor support
Become a key player in enhancing Sun Life's sales effectiveness and client satisfaction.
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📌 Advanced Case Manager at Sun Life (Coquitlam)
🏢 Sun Life
📍 Coquitlam