Advanced Case Manager - Insurance Sales

4 days ago

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Sun Life

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10,000+

Description

• The Advanced Case Manager is responsible for contributing to the Company’s individual life and health sales goals by providing complex case and sales strategy support to advisors. • You will play a key role in supporting our Financial Advisors in Western Canada with new insurance sales primarily in the affluent and high net worth markets. • You will proactively work with the Insurance Sales Directors, Financial Advisors and their regional teams to identify sales opportunities and recommend solutions using your advanced knowledge of Sun Life products, competitive positioning, and complex sales strategies. • Provide 1:1 support to SLFD Advisors and deliver training programs focused on advanced concepts and strategies. • Liaise between Financial Advisors and internal teams to assist with smooth placement of business.

Requirements

• Knowledge of Sun Life and individual life and health insurance products. • Knowledge of sales concepts and strategies and their application, as well as competitive information. • Understanding of our competition and the Canadian insurance and financial environment including government regulations and tax implications – both corporate and individual. • Knowledge 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). • Education in business or finance, or equivalent work experience. • 5+ years working with Individual insurance products. • 3-5 years experience in insurance sales or sales supporting role.

Benefits

• Flexible work options are available for employees. • Various incentive plans based on individual and company performance. • A friendly, collaborative, and inclusive culture. • Opportunities for professional growth and development.