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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expert knowledge of Sun Life Financial products and individual life and health insurance, along with strong sales strategies and competitive insights. Proficient in managing complex cases and delivering training programs while effectively collaborating with diverse teams to drive sales growth.
Highest-signal resume keywords
Expert Knowledge Of Sun Life Financial ProductsSales Strategies And Competitive InformationIllustration Systems ProficiencySalesforce ExperienceCompletion Of CFP Or CLU Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Individual Life Insurance ProductsHealth Insurance ProductsSales ConceptsBusiness Placement ManagementAdvanced Training Program DeliveryProactive Outbound ProgramsCase ManagementFinancial Environment UnderstandingGovernment Regulations KnowledgeTax Implications Awareness
Soft Skills
Strong Interpersonal SkillsExcellent Communication Skills
Tools & Technologies
SalesforceSVFAMS ExcelIllustration Systems
Certifications & Qualifications
CFPCLU
Industry Keywords
Canadian InsuranceFinancial AdvisorsProfessional Development SymposiumsSales GrowthMarketing Initiatives
About the role
Key responsibilities & impact- Provide 1:1 Mandarin and English support to SLFD Advisors across Canada on large and/or complex cases and competitive situations
- Facilitate webinars on products and individual/corporate strategies
- Participate in proactive outbound programs promoting team services, product enhancements, and marketing initiatives
- Deliver training programs on advanced concepts and strategies
- Follow up proactively on submitted business and support Professional Development Symposiums
- Collaborate with regional teams to support sales growth
- Manage cases from start to finish
- Liaise between Financial Advisors and Product, Pricing, Underwriting, New Business, and EFPS teams to facilitate smooth business placement
Requirements
What you’ll need- Expert knowledge of Sun Life Financial and individual life and health insurance products
- Expert knowledge of sales concepts, strategies, and competitive information
- Strong understanding of competition and the Canadian insurance and financial environment, including government regulations and tax implications
- Excellent grasp of illustration systems, Salesforce, SVFA, and MS Excel
- Strong interpersonal and communication skills
- Completion or working towards relevant industry designations such as CFP or CLU
- Travel required to support Mandarin-speaking advisors across Canada
- Education in business or finance, or equivalent work experience
- 5+ years working with individual insurance products
- 3–5 years of experience in insurance sales or a sales supporting role
Benefits
Comp & perks- Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections
- A collaborative and interactive team environment
- Charitable giving through our You Give, We Give program, with matching contributions in many cases
- Care Days for self-care or care of others
- Sick Days
- Hybrid work flexibility from the office and virtually
- Various discretionary incentive plans for eligible employees