You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Reporting to the Director, Business Development, the Sales Specialist will support the business development team selling SunAdvantage product as well as may have direct interaction with clients.

The incumbent will be accountable for preparing key clients presentations or other documentations required by Account Executives, help with key client processes such as renewal, employee training, client installations for new contracts, etc... Depending upon the business focus - sales, client relationships, general reporting - the responsibilities will encompass some combination of the following: Business development (sales) and client relationship activities:

Prepares custom client-related PowerPoint presentations or other required documentations for Account Executives

Reviews the renewals plans and provides AE with key insights on options to help secure the renewals and flags the accounts considered at risk

Analyses and provides insights on monthly updates reports, dashboards and other key financial reports





Delivers Advisor training around key processes such PAS / PSS / etc.

Handles key service escalations on behalf of Account Executives and liaises with the key internal teams to ensure resolutions (ex.: service representatives, group benefits operations, plan and implementation teams)

Supports Business Development Director in analyzing and key reporting and analysis of: Results and performance tracking for the Account Executives (monthly, YTD, convention qualifiers, etc.)

Proactively identifies opportunities of improvement with the service representative and the underwriting teams

Proficient in preparing high quality documents, presentations, etc.,

Intermediate to advance PC skills, including the use of Microsoft 2010 (Word, Powerpoint), Outlook and web-based programs

Intermediate to advanced skills in Microsoft Excel. Must be comfortable with Excel functions such as pivot tables, v-lookups, and basic formulas

Positive attitude and a strong customer service orientation

College diploma and 3-5 years related work experience in financial services

Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives





A flexible, hybrid work environment with work location driven by Client and business needs

Competitive salary and bonus structure informed by market range data

Flexible Benefits from the day you join to meet the needs of you and your family

Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

Ongoing learning, training, and coaching to grow your career

#The Base Pay range is for the primary location for which the job is posted. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas advantages our Clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to View email address on jobs.swagapp.com are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Sales - Client Relationship Management Posting End Date:

📌 Sales & Service Customer Service Representative (Calgary)
🏢 Sun Life
📍 Calgary