Senior Voluntary Benefits Specialist

Sun Life Financial; Waterloo; Hybrid; CAD 54,000 - 91,000; Full time

Job summary

Join Sun Life Financial as a Senior Voluntary Benefits Specialist, where you will enhance client experiences by executing campaigns and providing excellent customer service. You will work in a dynamic sales environment, collaborating with diverse teams across Canada. Enjoy a flexible and supportive workplace that fosters professional growth.

Benefits

Flexible work environment

Access to short-term assignments

Charitable giving programs

Care Days for personal well-being

Qualifications

• Experience in group insurance products and customer relations.
• Bilingualism required for Quebec location interactions.
• Strong organizational and prioritization skills.

Responsibilities

• Execute campaigns and partner with sponsors to enhance client experience.
• Act as a product knowledge expert for insurance products.
• Host educational sessions for members.

Skills

Customer Service

Communication

Multi-tasking

Education

Bachelor's Degree in Business or related field

Tools

Microsoft Excel

Microsoft PowerPoint

CRM Systems

Job description

Senior Voluntary Benefits Specialist page is loaded

Senior Voluntary Benefits Specialist

Apply locations Waterloo, Ontario Toronto, Ontario Montreal, Quebec North York, Ontario time type Full time posted on Posted 6 Days Ago job requisition id JR00112266

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:

About the role:

The Voluntary Benefits team is part of Sun Life’s Client Experience Office. As a Senior Voluntary Benefits Specialist (SVBS), we partner with plan sponsors across Canada to add optional insurance products to their workplace benefits plan. We have a strong focus on the optimal client experience – for both our plan sponsors and members. We are looking for a person who enjoys working in a fast-paced sales environment and thrives on providing excellent customer service.

Come join our friendly and welcoming team and enjoy our diverse and flexible workspaces!

What you’ll do as a SVBS:

• Execute campaigns while partnering with sponsors, Account Executives, marketing, data and email deployment teams
• Act as a product knowledge expert for optional insurance products
• Host member education sessions in-person and over Zoom
• Compile results after the campaign and work with sponsors and internal teams to get systems updated
• Participate in strategic projects which will enable more sales

The ideal candidate would:

• Understand group insurance products
• Have exceptional written and verbal communication skills
• Be able to multi-task, prioritize and organize effectively
• Have experience working with sponsors, members, advisors and/or consultants
• Have good working knowledge of Microsoft Excel and PowerPoint
• Have experience using group benefit systems like CRM, OASIS, DARC (nice to have)
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Notes/Unique Requirements :

• This role is flexible in location (within Canada)
• Some travel required to attend member education sessions
• Access to acar andvalid driver'slicenseis required for this role

What’s in it for you?

• We’re proud to be recognized as a company with a 2024 Most Trusted Executive team by Great Place to Work Canada
• Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
• A collaborative and interactive team environment
• Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.
• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

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:

54,000/54 000 - 91,000/91 000

Job Category:

Sales - Client Relationship Management

Posting End Date:

15/06/2025

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.