Sales Specialist

Sun Life Financial; Calgary; Hybrid; CAD 58,000 - 97,000; Full time

Job summary

A prominent financial services company is seeking a Sales Specialist in Calgary to support business development efforts by preparing client presentations and analyzing reports. The ideal candidate will have strong document preparation skills, a college diploma, and prior experience in financial services. This position offers a competitive salary, flexible hybrid work environment, and opportunities for ongoing learning and training.

Benefits

Competitive salary and bonus structure

Flexible benefits

Fitness and wellness programs

Ongoing learning and training

Qualifications

• 3-5 years related work experience in financial services required.
• Ability to manage competing priorities and adapt in a fast-paced environment.
• Excellent oral and written communication skills are essential.

Responsibilities

• Prepare custom client-related presentations and documentations for Account Executives.
• Analyze monthly reports and provide insights to the business development team.
• Support the Director in tracking performance metrics for Account Executives.

Skills

Document preparation

Presentation skills

Analytical skills

Interpersonal skills

Customer service orientation

Education

College diploma

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Overview

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:

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.

Responsibilities

• 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

#LI-Hybrid

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: 58,000 - 97,000

Job Category: Sales - Client Relationship Management

Posting End Date: 10/10/2025