Sales and Service Assistant

Sun Life; Montreal; Hybrid; CAD 53,000 - 82,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Sun Life in Montreal seeks a Sales & Service Assistant to support the Group Benefits Business Development team. You will assist Account Executives and consultants, manage inquiries, handle data entry, and prepare reports and correspondence.

This role emphasizes accuracy, organization, and teamwork in a hybrid workplace. The position requires bilingual French/English communication, strong MS Office skills, and the ability to multi-task in a fast-paced environment.

Qualifications

• Bilingualism (French, English) required for frequent interactions with colleagues and partners across Canada and worldwide.
• In-depth knowledge of Microsoft Office (Excel, Word, PowerPoint).
• Time management and organizational skills to prioritize competing requests.
• Strong written and oral communication; ability to multi-task in a fast-paced environment.
• Understanding of Group Benefits products and client service expectations.

Responsibilities

• Support Account Executives and Service Specialists/Consultants.
• Coordinate and respond to inquiries and requests for information from Clients, Advisors and Consultants (telephone and email inquiries).
• Data entry and update of internal reporting/tools.
• Prepare correspondence and presentations; generate reports for advisors and clients.
• Order promotional and business supplies; liaise with other business areas.
• Manage incoming/outgoing mail; assist with renewals information.

Skills

Bilingual (French/English)

MS Office

Time management

Organizational skills

Teamwork

Multi-tasking

Communication skills

Relationship building

Attention to detail

Group benefits knowledge

Education

High School Diploma or higher

0-2 years relevant work experience

Tools

Microsoft Office

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

Do you thrive in a fast-paced environment? We are looking for a Sales & Service Assistant to join the Group Benefits Business Development area. In this role, you will be primarily accountable for providing support for business acquisition and retention activities to the Business Development team. This role will report to the Service Manager, Business Development. This is not a sale position.

What will you do

• Support Account Executives and Service Specialist/Consultants
• Coordinate and respond to inquiries and requests for information from Clients, Advisors and Consultants (telephone and email inquiries and requests)
• Data entry
• Update and ensure internal reporting and tracking tools are maintained with accurate and up to date information
• Compose and/or prepare various correspondence and presentations
• Request and prepare various reports for advisors and clients
• Order promotional and business supplies
• Works in close collaboration with other business areas (ex. underwriting, disability, group operations, etc.)
• Manage incoming and outgoing mail
• Assist with compiling relevant information for renewals

What do you need to succeed

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
• In-depth knowledge of Microsoft Office (Excel, Word and PowerPoint)
• Time management skills with the ability to prioritize competing requests/ tasks
• Organizational skills
• Teamwork and cooperation
• Ability to multi-task within a fast-paced environment while maintaining a high degree of accuracy
• Excellent written and oral communication skills
• Understands client needs and identifies solutions to non-standard requests
• Ability to work independently and as part of a high functioning team
• Relationship building/management skills
• Strong attention to detail
• High School Diploma or higher and/ or 0-2 years relevant work experience in office administration and client services
• Understanding and knowledge of the array of Group benefits products

Why join Sun Life

Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives A friendly, collaborative and inclusive culture A collaborative and interactive team environment Being part of our journey in developing the next greatest digital experience Working together, sharing common values and encouraging growth & achievement Joining a reputable organization with over 150 years of history Certified Great Place to Work in Canada in 2026

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. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range: 52,500/52 500 - 81,500/81 500

Job Category: Customer Service / Operations

Posting End Date: 26/11/2026

Shine together At Sunlife, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients build lifetime financial security and lead healthier lives. As a team of 68,000 across 28 markets, our impact is far-reaching, and locally relevant. There’s power in numbers. As part of Sunlife’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sunlife, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future. Visit Sunlife Careers