Sales Specialist

sunlife; Calgary; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits

Hybrid work environment

Competitive bonus structure

Wellness programs

Career development

Job summary

Sun Life is seeking a Sales Specialist to support the business development team in selling SunAdvantage products and to interact directly with clients. You will prepare client presentations, assist with renewals, analyze financial reports, and provide insights to the team.

You will train Advisors on key processes, coordinate client meetings, and liaise with internal teams to resolve escalations. A college diploma and relevant experience in financial services are expected.

Qualifications

• College diploma in finance or related field required.
• 3–5 years of relevant experience in financial services or sales support.
• Strong written and verbal communication abilities.

Responsibilities

• Prepare client presentations and documents for Account Executives.
• Assist with renewals planning and identify at-risk accounts.
• Analyze monthly reports and provide actionable insights.
• Deliver training to Advisors on key processes.
• Coordinate client meetings and support plan implementations.
• Handle escalations with internal teams to resolve issues.
• Support reporting on results and performance for Account Executives.
• Identify opportunities to improve service delivery with underwriting teams.

Skills

Client relations

Presentation skills

Analytical thinking

Communication skills

Time management

Problem solving

Team player

Education

College diploma in finance or related

Tools

Microsoft Excel

PowerPoint

Outlook

CRM software

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:

Reporting to the Director, Business Development, the Sales Specialist will support the business development team selling SunAdvantage product as well as may have direct interaction with clients.

The incumbent will be accountable for preparing key clients presentations or other documentations required by Account Executives, help with key client processes such as renewal, employee training, client installations for new contracts, etc...

The incumbent will also review financial reports and provide key insights and recommendations to the SunAdvantage business development team on key areas of focus.

What will you do?

Depending upon the business focus - sales, client relationships, general reporting - the responsibilities will encompass some combination of the following: Business development (sales) and client relationship activities:

• Prepares custom client-related PowerPoint presentations or other required documentations for Account Executives
• Reviews the renewals plans and provides AE with key insights on options to help secure the renewals and flags the accounts considered at risk
• Analyses and provides insights on monthly updates reports, dashboards and other key financial reports
• Delivers Advisor training around key processes such PAS / PSS / etc.
• Prepares and facilitates key employee meetings to inform on plan
• Handles key service escalations on behalf of Account Executives and liaises with the key internal teams to ensure resolutions (ex.: service representatives, group benefits operations, plan and implementation teams)
• Conducts check in calls about potential new business with Elite Advisors and key partners
• Supports Business Development Director in analyzing and key reporting and analysis of: Results and performance tracking for the Account Executives (monthly, YTD, convention qualifiers, etc.)
• Proactively identifies opportunities of improvement with the service representative and the underwriting teams

What you need to succeed?

• Proficient in preparing high quality documents, presentations, etc.,
• Ability to effectively manage competing priorities
• Demonstrated understanding of and commitment to Sun Life Financial's mandate and values
• Demonstrated ability to stay abreast of a continuously evolving environment and manage requests from multiple stakeholders
• Demonstrated analytical skills for assessing priorities and problem solving under intense pressure of competing resources and demands
• Demonstrated ability to communicate clearly and appropriately under pressure
• Intermediate to advance PC skills, including the use of Microsoft 2010 (Word, Powerpoint), Outlook and web-based programs
• Intermediate to advanced skills in Microsoft Excel. Must be comfortable with Excel functions such as pivot tables, v-lookups, and basic formulas
• Superior organization and problem solving ability
• Excellent oral and written communication and presentation skills
• Excellent interpersonal, decision making and influencing skills
• Ability to work both independently and within a strong team environment
• Positive attitude and a strong customer service orientation
• Basic to intermediate Group Benefits SunAdvantage knowledge
• College diploma and 3-5 years related work experience in financial services

What's in it for you?

• 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 flexible, hybrid work environment with work location driven by Client and business needs
• Competitive salary and bonus structure informed by market range data
• Flexible Benefits from the day you join to meet the needs of you and your family
• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
• Ongoing learning, training, and coaching to grow your career

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.