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You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Be part of a unique change!…At Sun Life Financial the client is at the centre of everything we do. As an Sales Support Administrator in our newly created Prospr by Sun Life team your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.
What’s in it for you?
Join Sun Life because you want a fulfilling career that challenges you to be your best, every day. The reasons are as diverse as the people who work here. Here are some examples:
Competitive Salary and annual incentive plan
Monday to Friday schedule between 8am to 8pm
A Comprehensive benefits package which includes:
Medical, dental, life, and disability insurance
Employee matched pension plan
Stock purchase plan
The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas
What will you do?
Manage the team email inbox and triage work items
Set-up ongoing policy triggered campaigns
Run Client Activation monthly activity report to find upcoming opportunities
Set-up and maintain campaigns in salesforce
Campaign administration; assign leads to advisors in the pilot by filling the appointments calendar
Manage stationary and equipment requirements
Management of physical client files: Filing and managing the flow of physical files coming from inventory
Monitor Team voicemail box
Prepare for mailing (ie welcome letters)
Support setting up Salesforce Campaigns (tasks, opportunities, campaigns)
Run Adhoc reporting from salesforce
Act as ‘process finder’ – dig into more obscure process questions by searching ABC, or reaching out to business partners, (ie CCc, dealer, new biz); document findings and educate team
What you need to succeed:
Strong working knowledge of regulatory environment in which SLFD operates
Strong client relationship skills and a client centric mindset
Ability to multitask, prioritize and work in a fast-paced, demanding and constantly changing environment
Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn
Strong influence and communication skills (written and oral)
Ability to work in a matrix environment
Committed to ongoing personal and professional development
Excellent PC skills (Windows Operating System, Microsoft Office, Salesforce)
Ability to work independently and with all members of the FC team
Knowledge of FC environment and processes
Understanding of the Advisor and manager role
Bilingualism (French, English) required for applicants in Quebec – interactions with English-speaking customers or partners
Education, Licensing and Accreditation:
University degree with 3-6 years of experience or an equivalent combination of education and experience; Degree or college diploma is preferred
Experience includes coaching, leading, and influencing teams, previous experience in financial services, and relationship management
When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. 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.
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Job Category:
Sales – Distribution Support
Posting End Date:
31/10/2022
