Become a vital part of Sun Life as an Advanced Case Manager, supporting Mandarin-speaking advisors to boost insurance sales. Leverage your expertise in complex case management and insurance strategies to drive results.
This role requires a seasoned qualified adept in individual life and health insurance products. You will work alongside Financial Advisors to identify sales opportunities and devise effective strategies for affluent markets. Your knowledge of competitive positioning and Sun Life offerings will underpin your proactive support for sales growth across Canada.
Key Responsibilities:
• Provide 1:1 support in Mandarin and English to advisors
• Facilitate educational webinars on product strategies
• Initiate outreach programs to increase service awareness




• Deliver advanced training programs to advisors
• Collaborate with regional teams for sales support
Requirements:
• Expert knowledge of Sun Life insurance products
• 5+ years in individual insurance experience
• Robust communication skills with internal partners
• Proficiency in Salesforce and other sales tools
• Relevant designations like CFP or CLU preferred
Support Mandarin-speaking Financial Advisors to enhance their service impact at Sun Life in this rewarding role.
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📌 Mandarin Support Advanced Case Manager Toronto (Canada)
🏢 Sun Life
📍 Canada