Sales Support Administrator, Connect Advice

Job title: Sales Support Administrator, Connect Advice

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

At Sun Life Financial the client is at the centre of everything we do. As a Sales Support Administrator for Assisted Advice your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. Reporting to the Manager, Insurance & Wealth Consulting you will fulfil a broad spectrum of support functions aimed at enhancing the operational effectiveness of the Assisted Advice Team

Why join Sun Life? Because you want a fulfilling career that challenges you to be your best, every day. The reasons are as diverse as the people who work here. Here are some examples:

Competitive Salary and annual incentive plan

Monday to Friday schedule between 8am to 8pm

A Comprehensive benefits package which includes:

Medical, dental, life, and disability insurance

Employee matched pension plan

Stock purchase plan

3 weeks paid vacation

The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development

The opportunity to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas

What will you do?

Manage the team email inbox and triage work items

Set-up ongoing policy triggered campaigns

Run Client Activation monthly activity report to find upcoming opportunities

Set-up and maintain campaigns in salesforce

Campaign administration; assign leads to advisors in the pilot by filling the appointments calendar

Manage stationary and equipment requirements

Management of physical client files: Filing and managing the flow of physical files coming from inventory

Monitor Team voicemail box

Prepare for mailing (ie welcome letters)

Support setting up Salesforce Campaigns (tasks, opportunities, campaigns)

Run Adhoc reporting from salesforce

Act as ‘process finder’ – dig into more obscure process questions by searching ABC, or reaching out to business partners, (ie CCc, dealer, new biz); document findings and educate team

What do you need to succeed?

Strong working knowledge of regulatory environment in which SLFD operates

Strong client relationship skills and a client centric mindset

Ability to multitask, prioritize and work in a fast-paced, demanding and constantly changing environment

Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn

Strong influence and communication skills (written and oral)

Ability to work in a matrix environment

Committed to ongoing personal and professional development

Excellent PC skills (Windows Operating System, Microsoft Office, Salesforce)

Ability to work independently and with all members of the FC team

Knowledge of FC environment and processes

Understanding of the Advisor and manager role

Education, Licensing and Accreditation:

University degree with 3-6 years of experience or an equivalent combination of education and experience; Degree or college diploma is preferred

Experience includes coaching, leading, and influencing teams, previous experience in financial services, and relationship management

Bilingual as required

Additional Requirements:

Travel may be required

Background check will be completed for all applicants

What’s in it for you?

15 days vacation per year

Flexible Benefits from the day you join to meet the needs of you and your family

Pension, stock and savings programs to help build and enhance your future financial security

Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

The opportunity to move along a variety of career paths with amazing networking potential

An environment of continuous learning and improvement

Access to our Global Learning Centre, available 24/7 for your learning needs

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 .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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: 37 000/ – 53 300/

Job Category: Sales – Distribution Support

Posting End Date: 01/07/2021

Company: Sun Life Financial

Expected salary: $37000 per year

Location: Toronto, ON

Job date: Thu, 24 Jun 2021 07:31:29 GMT