Job Sales Support Administrator, Prospr by Sun Life in Toronto

Sales Support Administrator, Prospr by Sun Life

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:

Be part of a unique change!...At Sun Life Financial the client is at the centre of everything we do. As an Sales Support Administrator in our newly created Prospr by Sun Life team your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

What's in it for you?

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

  • 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 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

  • Bilingualism (French, English) required for applicants in Quebec - interactions with English-speaking customers or partners

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

When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

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 [email protected]

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.

Job Category:

Sales - Distribution Support

Posting End Date:

Job Sales Support Administrator, Prospr by Sun Life in Toronto

Sun Life