Advanced Case Manager – Insurance Sales
| Company | Sun Life |
|---|---|
| Location | Alberta, Canada, Saskatchewan, Canada, Manitoba, Canada, Kitchener, ON, Canada |
| Salary | $78000 – $128000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- Expert knowledge of Sun Life and individual life and health insurance products, 5+ years working with Individual insurance products
- Expert knowledge of sales concepts and strategies and their application, as well as competitive information, 3-5 years experience in insurance sales or sales supporting role
- 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)
- As the role primarily supports the Mid-West region, some travel is required
Responsibilities
- Provide 1:1 support to SLFD Advisors in the Mid-West and 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 our Financial Advisors’ knowledge and awareness of products and individual / corporate strategies that will help to 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 our Financial Advisors
- Support Financial Advisors through proactive follow up on submitted business, supporting key events such as Professional Development Symposiums
- Work closely with the regional teams including the RVP, District Managers and Business Development Consultants / Partners to support sales growth
- Quarterback cases from start to finish; liaise between Financial Advisors and internal teams (Product, Pricing, Underwriting, New Business and EFPS) to assist with smooth placement of business
Preferred Qualifications
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No preferred qualifications provided.