Advanced Case Manager - Insurance Sales
2 days ago
Description
• Support advisors in complex case and sales strategy. • Facilitate webinars to improve product knowledge. • Participate in outbound programs for advisor awareness. • Deliver training focused on advanced sales concepts. • Collaborate with regional teams to support sales growth. • Assist with smooth business placement.
Requirements
• Knowledge of Sun Life and individual life and health insurance products. • Understanding of competition in the Canadian insurance market. • Knowledge of sales concepts and strategies. • Strong interpersonal and communication skills. • Completion or progress towards relevant industry designations (CFP, CLU). • 5+ years working with individual insurance products. • 3-5 years experience in insurance sales or a supporting role.
Benefits
• Flexible work options available. • Collaborative and inclusive culture. • Various incentive plans based on performance. • Professional development opportunities.
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