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About the Role
The Advanced Case Manager will support individual life and health sales goals by providing complex case and sales strategy support to advisors in the Sun Life Financial Distributors (SLFD) channel. This role is key in supporting Mandarin-speaking Financial Advisors with new insurance sales, primarily in the affluent and high net worth markets.
Responsibilities
- Provide 1:1 Mandarin and English support to SLFD Advisors across Canada regarding large and/or complex cases and competitive situations with a focus on helping to generate sales and place new business.
- Facilitate webinars to improve Financial Advisors' knowledge and awareness of products and individual/corporate strategies that will help drive sales.
- Participate in proactive outbound programs to increase Financial Advisor awareness of team services, product enhancements, and marketing initiatives.
- Deliver training programs focused on advanced concepts and strategies for Financial Advisors.
- Support Financial Advisors through proactive follow-up on submitted business and supporting key events such as Professional Development Symposiums.
- Work closely with regional teams including the RVP, District Directors and Business Development Consultants/Partners to support sales growth.
- Quarterback cases from start to finish, liaising between Financial Advisors and internal teams (Product, Pricing, Underwriting, New Business and EFPS) to assist with smooth placement of business.
Requirements
- Expert knowledge of Sun Life Financial and individual life and health insurance products.
- Expert knowledge of sales concepts and strategies and their application, as well as competitive information.
- Strong understanding of our competition and the Canadian insurance and financial environment including government regulations and tax implications – both corporate and individual.
- Excellent grasp of systems and tools used to support the sales process (Illustration systems, Salesforce, SVFA, MS Excel).
- Strong interpersonal and communication skills with the ability to build solid relationships with internal partners and with SLFD Advisors.
- Completion or working towards relevant industry designations (CFP, CLU).
- Travel is required as the role primarily supports Mandarin speaking advisors across Canada.
Skills
- Mandarin
- English
- Sales strategy
- Insurance products
- Sales concepts
- Competitive positioning
- Illustration systems
- Salesforce
- SVFA
- MS Excel
- Interpersonal skills
- Communication skills
- Relationship building
Location
- Canada
Work Type
- Hybrid
Experience Level
- 5+ years working with Individual insurance products
- 3-5 years experience in insurance sales or sales supporting role
Education Level
- Education in business or finance, or equivalent work experience
- CFP
- CLU
Salary/Compensations
- 80,000 - 128,000
Benefits
- Access to short-term assignments or ‘Gigs’ across the organization
- Collaborative and interactive team environment
- Charitable giving through You Give, We Give program
- Care Days
- Sick Days
About the Company
- Sun Life is driven by its Purpose: helping Clients achieve lifetime financial security and live healthier lives.
- Values: caring, authentic, bold, inspiring, and impactful.
- Recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada.
- Diversity and inclusion have always been at the core of our values.
- We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Equal Opportunity
- A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues.
- We welcome applications from qualified individuals from all backgrounds.
- 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 thebrightside@sunlife.com.