Sales & Service Assistant

Sun Life Financial; Toronto; Hybrid; CAD 51,000 - 80,000; Full time

Benefits offered by this job

Hybrid work environment

Flexible benefits

Wellness programs

Job summary

Sun Life Financial is seeking a Sales & Service Assistant to join our National Group Benefits Business Development team in Toronto. You will support Account Executives and Service Specialists, coordinate inquiries from Clients and Advisors, and help with renewals and reporting across the unit.

The role emphasizes collaboration with underwriters, group operations, and other teams. A hybrid work environment and flexible benefits accompany the position.

Qualifications

• 1-2 years relevant work experience in office administration and client services.
• Proficient in Microsoft Office, especially Excel and PowerPoint.
• Experience with Pivot Tables and VLOOKUPs.
• Excellent written and oral communication skills.
• Ability to multi-task in a fast-paced environment with high accuracy.
• Strong attention to detail and teamwork.
• Ability to work independently and in a high-functioning team.

Responsibilities

• Support Account Executives and Service Specialists/Consultants.
• Coordinate inquiries from Clients, Advisors and Consultants.
• Update and maintain internal reporting and data entry.
• Prepare correspondence and presentations.
• Prepare reports for advisors and clients.
• Assist with renewals and client information gathering.
• Collaborate with underwriting, disability, and group operations.
• Manage mail and in-office tasks.
• Order supplies and assist with event planning.

Skills

Office administration

Client services

Communication skills

Teamwork

Education

Post-secondary education

Tools

Microsoft Excel

Pivot Tables

VLOOKUPs

Microsoft Word

PowerPoint

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:

JR00118076 Group Benefits Sales & Service Assistant

About the role:

Do you thrive in a fast-paced environment? We are looking for a Sales & Service Assistant to join our National team in 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 Sales & Service Assistants Team Lead.

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 (email inquiries and requests)
• Update and ensure internal reporting and tracking tools are maintained with accurate and up to date information including data entry
• Compose and/or prepare various correspondence and presentations
• Request and prepare various reports for advisors and clients
• Compile relevant information for renewals
• Process of simple revisions for clients
• Works in close collaboration with other business areas (ex. underwriting, disability, group operations, etc.)
• Manage incoming and outgoing mail
• In office responsibilities as required
• Order promotional and business supplies
• Event planning

What do you need to succeed?

• 1-2 years relevant work experience in office administration and client services
• In-depth knowledge of Microsoft Office (Excel, Word and PowerPoint)
• Experience with Microsoft Excel, specifically manipulating reports using Pivot Tables and V-look ups
• Organizational and time management skills with the ability to prioritize competing requests/ tasks
• Teamwork and cooperation
• Familiarity with AI capabilities
• 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

Preferred Skills:

• Post Secondary Education
• Understanding and knowledge of Group benefits products

What's in it for you?

• Hybrid work environment
• A friendly, collaborative, and inclusive culture
• 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 opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health - mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023 and 2024 Best Workplaces in Canada by Great Place to Work Canada

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:

51,000/51 000 - 80,200/80 200

Job Category:

Customer Service / Operations

Posting End Date:

03/09/2026