21 Oct
|
Sun Life Financial
|
Manitoba
21 Oct
Sun Life Financial
Manitoba
SunAdvantage sales specialists combine client presentations with financial analysis in a flexible hybrid environment shaped by business and Client needs.
Reporting to the Director, Business Development, this Sales Specialist supports Sun Life’s business development team and may interact directly with clients. The work includes PowerPoint documentation, renewal support, reporting, Advisor training, and employee meetings. Success requires organization, communication, Excel expertise, and Group Benefits SunAdvantage knowledge.
Key Responsibilities: Prepare custom presentations and client documentation for Account Executives
Review renewal plans and flag accounts considered at risk
Analyze reports, dashboards, and financial updates for insights
Deliver Advisor training around key processes
Handle service escalations and coordinate internal resolutions
Requirements: College diploma and three to five years related experience
Intermediate to advanced Microsoft Excel skills
Experience with pivot tables, VLOOKUPs, and basic formulas
Robust presentation, communication, organization, and problem-solving skills
Basic to intermediate Group Benefits SunAdvantage knowledge
Apply analytical, presentation, and client relationship skills to support SunAdvantage growth and Account Executive priorities at Sun Life.
#J-18808-Ljbffr
📌 SunAdvantage Sales Specialist (Manitoba)
🏢 Sun Life Financial
📍 Manitoba