Use client relationship management and financial reporting skills to support Sun Life Account Executives in a versatile hybrid setting.

As Sales Specialist, you will support SunAdvantage business development while interacting directly with clients. You will help Account Executives prepare materials, secure renewals, monitor performance, and resolve service concerns. Your analysis will identify focus areas, account risks, and improvement opportunities.

Key Responsibilities:
Prepare client presentations and required Account Executive documentation
Provide renewal insights and identify accounts considered at risk
Track Account Executive results and performance reports
Conduct check-in calls with Advisors and partners
Liaise with operations and implementation teams on escalations

Requirements:
Three to five years of related financial services work experience
College diploma
Ability to manage competing priorities and stakeholder requests
Transparent communication and sound problem-solving under pressure
Advanced Excel, organization, and interpersonal skills

Apply your reporting, renewal support, stakeholder communication, and problem-solving skills to Sun Life client relationships.

📌 Client Relationship Sales Analyst Edmonton
🏢 SunLife
📍 Edmonton