Sales Specialist

Sunlife; Edmonton; Hybrid; CAD 65,000 - 98,000; Full time

Benefits offered by this job

Flexible Benefits

Hybrid work environment

Competitive pay with bonus

Job summary

Sun Life is seeking a Sales Specialist to support the business development team in selling SunAdvantage products. You will prepare client presentations, assist with renewals, and analyze key financial reports to guide the sunAdvantage strategy.

You will interact with Account Executives, clients, and internal teams, delivering training and handling escalations while contributing to performance metrics and client satisfaction.

Qualifications

• Proficient in preparing high quality documents and presentations.
• Able to manage competing priorities and stakeholders.
• Experience with Sun Life Financial products is a plus.

Responsibilities

• Prepare custom client-related PowerPoint presentations for Account Executives.
• Review renewal plans and provide insights to secure renewals.
• Analyze monthly updates, dashboards and financial reports for insights.

Skills

PowerPoint presentations

Client relationships

Data analysis

Microsoft Excel

Communication

Project management

Education

College diploma

3-5 years financial services 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

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 skillsAbility 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 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.

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.

Salary Range

65,000/65 000 - 98,000/98 000

Job Category

Sales - Client Relationship Management

Posting End Date

02/11/2026