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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 providing bilingual support in Mandarin and English while collaborating with various teams to drive sales growth and deliver training programs.
Highest-signal resume keywords
Expert Knowledge of Sun Life Financial ProductsSales Concepts and StrategiesBilingual Support in Mandarin and EnglishSalesforce and MS Excel ProficiencyCompletion 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 InsuranceHealth InsuranceSales StrategiesSales Support SystemsIllustration SystemsFinancial AnalysisBusiness DevelopmentTraining Program DeliveryCompetitive AnalysisRegulatory Knowledge
Soft Skills
Interpersonal SkillsCommunication Skills
Tools & Technologies
SalesforceMS ExcelSVFAIllustration Systems
Certifications & Qualifications
CFPCLU
Industry Keywords
Canadian InsuranceFinancial EnvironmentGovernment RegulationsTax ImplicationsSales Growth
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 to improve Financial Advisors’ knowledge of 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
- Proactively follow up on submitted business and support key events such as Professional Development Symposiums
- Collaborate with regional teams, including RVPs, District Directors, and Business Development Consultants/Partners, to support sales growth
- Quarterback cases from start to finish
- Liaise between Financial Advisors and Product, Pricing, Underwriting, New Business, and EFPS teams to facilitate smooth business placement
- Support individual life and health sales goals through complex case and sales strategy support
Requirements
What you’ll need- Expert knowledge of Sun Life Financial and individual life and health insurance products
- Expert knowledge of sales concepts, strategies, their application, and competitive information
- Strong understanding of competition and the Canadian insurance and financial environment, including government regulations and tax implications
- Excellent grasp of sales-support systems and tools, including Illustration systems, Salesforce, SVFA, and MS Excel
- Strong interpersonal and communication skills
- Completion or working towards relevant industry designations (CFP, 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
- Ability to provide support in Mandarin and English
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 the You Give, We Give program, with contribution matching in many cases
- Care Days available for self-care or care of others
- Sick Days to support your well-being
- Hybrid work flexibility from the office and virtually
- Various discretionary incentive plans for eligible employees