Sales Specialist

Sun Life; Edmonton; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A financial services company is seeking a Sales Specialist to support the business development team. Responsibilities include preparing client presentations, analyzing financial reports, and providing training to Advisors. Ideal candidates will have a college diploma and 3-5 years of experience in financial services with strong analytical and communication skills. This role offers a flexible, hybrid work environment and competitive benefits.

Benefits

Competitive salary

Flexible benefits

Fitness and wellness programs

Ongoing learning and training

Qualifications

• 3-5 years related work experience in financial services.
• Intermediate to advanced skills in Microsoft Excel including functions like pivot tables and v-lookups.
• Excellent oral and written communication and presentation skills.

Responsibilities

• Prepare custom client-related PowerPoint presentations for Account Executives.
• Provide insights on renewal plans and identify accounts at risk.
• Train Advisors on key processes.

Skills

Document preparation

Client communication

Analytical skills

Organizational skills

Customer service orientation

Education

College diploma

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Overview

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?

• 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