Account Manager

Sun Life Financial; Toronto; Hybrid; CAD 78,000 - 128,000; Full time

Job summary

Join Sun Life Financial as an Account Manager to enhance insurance sales through strategic relationships with independent distributors and partners. The role focuses on training and implementing sales initiatives while fostering strong communication. Ideal candidates will be proactive thinkers with expertise in relationship management and the insurance industry.

Benefits

Pension, stock and savings programs

Flexible Benefits from day one

Best Workplace for Hybrid Work recognition

Qualifications

• 5 years insurance industry experience preferred.
• Fluently bilingual in English and Mandarin is an asset.
• Knowledge of SLF life/health products considered advantageous.

Responsibilities

• Develop and manage relationships with distribution partners.
• Provide training on SLF tools and processes.
• Champion issues for key contacts at partner firms.

Skills

Interpersonal skills

Communication skills

Organizational skills

Problem-solving skills

Leadership skills

Project management skills

Initiative

Education

University Degree or equivalent

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Third Party Insurance Distribution (Wholesale) team is responsible for growing insurance sales for both life and critical illness amongst our independent distributors; Managing General Agencies and National Account distribution partners. The Account Manager is responsible for the relationship development and management with key administrative and operational contacts at the distribution partner as well as the execution/implementation of strategic marketing and sales initiatives through the appropriate distribution partners.

What will you do?

The Account Manager’s main objective is to support the distribution partners in the training, delivery and execution of key initiatives to ensure penetration of advisor base. In order to meet this objective, AMs will:

• Plan and manage use of marketing allowance with each partner in conjunction with appropriate RVP
• Plan, manage and follow up on any events resulting from the use of the partner firm’s marketing allowance
• Consistent networking with key contacts (eg, Business Development Manager, Back Office Manager) at partner firms (via f2f, email, calls)
• Know and understand the infrastructure of each partner and how they want to do business with SLF
• Be the champion of issues/concerns for your key contact at the partner firm within SLF
• Develop internal relationships to help facilitate resolution of issue/concern (key areas: Distribution Compensation, New Business, Underwriting, Inforce Service Operations, Advisor Site, Wealth, Group)
• Know and understand the technology and tools used by each partner and how that may be leveraged for current or future SLF promotions (such as e-learning and digital strategy)
• Provide training expertise on SLF tools and processes (such as Advisor Site, Eos, New Business processes)
• Be an entrepreneur - work with each partner to develop initiatives specifically for them
• Be the SME (subject matter expert) on the project to ensure partners needs are understood and met
• Works with partner to efficiently and effectively communicate and rollout new product launches, product reprice, marketing material, software distributions
• Keep external key contacts (business development & back office) informed on what is coming and other opportunities within SLF such as webinars, roadshows, impacts to service standards
• Collaborate with internal team (RVP/AVP, Business Development, Regional Sales Director) around what is coming and other opportunities with the partner such as LB schools, campaigns, Head Office tours and any issues.

What do you need to succeed?

• Demonstrated proficient inter-personal skills with excellent communication skills
• Presentation skills to articulate and educate in a different environment
• Exceptional organizational skills and ability to multi-task
• Proven effective problem-solving and complaint resolution skills
• Strong interpersonal, leadership and project management skills
• Takes initiative, creative and independent thinker

What will be nice to have:

• University Degree or equivalent
• 5 years insurance industry experience
• Fluently Bilingual - English and Mandarin written and spoken
• Knowledge of SLF life/health products would be an asset
• Solid understanding of internet-based tools and contact management systems

Additional Requirement:

• 25% Travel is required within Canada

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the day you join to meet the needs of you and your family.
• Pension, stock and savings programs to help build and enhance your future financial security.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail] .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

78,000/78 000 - 128,000/128 000

Job Category:

Sales - Indirect

Posting End Date:

05/07/2025