Support Sun Life’s SunAdvantage sales team with client presentations, financial analysis, and a adaptable hybrid work environment.
Reporting to the Director, Business Development, the Sales Specialist supports product sales and client interactions. You will prepare presentations, review renewals, analyze reports, and provide recommendations. The work also includes training Advisors, facilitating employee meetings, and handling service escalations.
Key Responsibilities:
- Prepare custom PowerPoint presentations and client documentation
- Review renewal plans and flag at-risk accounts
- Analyze dashboards, financial reports, and monthly updates
- Deliver Advisor training on key processes
- Handle service escalations with internal teams
Requirements:
- College diploma and three to five years’ financial services experience
- Intermediate to advanced Microsoft Excel skills
- Experience with pivot tables, VLOOKUPs, and basic formulas
- Strong organization, communication, and presentation abilities
- Basic to intermediate SunAdvantage Group Benefits knowledge
Bring sales support, client relationship management, Excel analysis, and presentation expertise to Sun Life’s SunAdvantage business development team.