Advanced Case Manager - Insurance Sales
November 28
Description
• The Advanced Case Manager supports insurance sales primarily in affluent markets • Provide 1:1 support to SLFD Advisors regarding complex cases • Facilitate training programs and webinars for Financial Advisors • Coordinate between advisors and internal teams to assist with business placement
Requirements
• Knowledge of Sun Life and individual life and health insurance products • Understanding of competition and the Canadian insurance and financial environment • Relevant industry designations (CFP, CLU) preferred • Education in business or finance, or equivalent work experience
Benefits
• A friendly, collaborative and inclusive culture • A collaborative and interactive team environment • Flexible work options available • Various incentive plans based on individual or group sales results
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