SunAdvantage sales specialists combine client presentations with financial analysis in a flexible hybrid environment shaped by business and Client needs.
Reporting to the Director, Business Development, this Sales Specialist supports Sun Life's business development team and may interact directly with clients. The work includes PowerPoint documentation, renewal support, reporting, Advisor training, and employee meetings. Success requires organization, communication, Excel expertise, and Group Benefits SunAdvantage knowledge.
Key Responsibilities:
- Prepare custom presentations and client documentation for Account Executives
- Review renewal plans and flag accounts considered at risk
- Analyze reports, dashboards, and financial updates for insights
- Deliver Advisor training around key processes
- Handle service escalations and coordinate internal resolutions
Requirements:
- College diploma and three to five years related experience
- Intermediate to advanced Microsoft Excel skills
- Experience with pivot tables, VLOOKUPs, and basic formulas
- Strong presentation, communication, organization, and problem-solving skills
- Basic to intermediate Group Benefits SunAdvantage knowledge
Apply analytical, presentation, and client relationship skills to support SunAdvantage growth and Account Executive priorities at Sun Life.
SunAdvantage Sales Specialist in Ottawa employer: Sun Life Financial
At Sun Life, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture. With a commitment to employee growth, our unique Sabbatical Program and Care Days ensure that you can balance your professional and personal life while making a meaningful impact in the lives of our Clients. Located in vibrant areas like Waterloo King and Toronto York, you'll collaborate with passionate colleagues and inspiring leaders who are dedicated to helping you reach your full potential.
