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 clear communication across multiple internal teams.
Key Responsibilities: Conduct recent-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.

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📌 Group Benefits Business Development Specialist (Alberta)
🏢 SunLife
📍 Alberta