06 Nov
|
SunLife
|
Edmonton
Build SunAdvantage business development support through Advisor training, client meetings, and Excel-based reporting at Sun Life.
Reporting to the Director, Business Development, this Sales Specialist contributes to sales, client relationships, and general reporting. You will support new business discussions, deliver process training, explain plans to employees, and provide insights from financial reports. The role requires explicit communication across multiple internal teams.
Key Responsibilities:
- Conduct new-business check-in calls with Elite Advisors
- Deliver Advisor training around PAS, PSS, and related processes
- Facilitate employee meetings about benefit plans
- Identify improvement opportunities with service and underwriting teams
- Support business development reporting and analysis
Requirements:
- College diploma with three to five years’ financial services experience
- Basic to intermediate Group Benefits SunAdvantage knowledge
- Excellent oral, written, and presentation communication skills
- Ability to work independently and within a strong team
- Microsoft Word, PowerPoint, Outlook, and web-program proficiency
Support Sun Life’s Group Benefits business development with Advisor training, client communication, reporting, and SunAdvantage knowledge.
📌 Group Benefits Business Development Specialist (Edmonton)
🏢 SunLife
📍 Edmonton