Advanced Case Manager - Insurance Sales
3 days ago
Description
• Responsible for contributing to individual life and health sales goals • Provide complex case and sales strategy support to advisors • Identify sales opportunities and recommend solutions • Facilitate webinars to improve Financial Advisors knowledge • Deliver training programs focused on advanced concepts and strategies
Requirements
• Knowledge of Sun Life and individual life and health insurance products • Knowledge of sales concepts and strategies and their application • Understanding of government regulations and tax implications • Strong interpersonal and communication skills • Completion or working towards relevant industry designations (CFP, CLU)
Benefits
• Friendly, collaborative, and inclusive culture • Collaborative and interactive team environment • Flexible work options • Opportunities for training and development • Participation in incentive plans
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