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Sales Assistant

Sun Life Financial

This is a Contract position in Toronto, ON posted November 3, 2020.

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:

The Sales Assistant is primarily accountable for providing support for business acquisition and retention activities. Takes ownership for all calls by triaging and ensuring first call resolution to the satisfaction of clients/advisors; able to proficiently communicate to clients/advisors alternative solutions – within guidelines – by reviewing and interpreting plan and policy documents, Focus update bulletins and/or relevant legislation bulletins distributed by Sun Life.  Role also includes preparation of proposals and finalist presentations. This role begins in a Band 3 level with a structured 2 year education path providing the employee with the ability to work their way to a Band 4.

Key Accountabilities

  • Receives and responds to complex and/or escalated client inquiries and uses sound business judgment within defined practices and procedures.
  • Elevates client’s issues, concerns and opinions to the forefront in all interactions with operational areas within Sun Life.
  • Composes and/or prepares all correspondence as agreed upon with AE and/or Service Rep.
  • Requests and prepares reports upon request from an advisor or client
  • Updates and ensures internal reporting and tracking tools are maintained with accurate and up to date information
  • Collaborates with the AE in the preparation of finalist presentations
  • Compiles relevant documents for the renewal package, which may include the Financial reports and Exhibits and current plan statistics
  • Acts as a back up representative to the clients for the AE and Service Rep. as required responding to inquiries and acting as a point of contact for service delivery
  • Ensures electronic filing of correspondence and data is documented

Job Specific Skills

  • Business and Customer orientation – understands customer needs and identifies solutions to non-standard requests.
  • Teamwork and co-operation – new/intermediate
  • Problem Solving – Problems are standardized. Requires thinking within clear but diversified procedures. Work entails differing situations requiring a search for solutions within area of knowledge.
  • Accountability – Works under general supervision on day to day matters and close supervision on new assignments..
  • Influence – Understanding and influencing people are important requirements of the job.
  • Planning and organization – organizes own work to meet agreed upon deadlines.

Job Specific Knowledge

  • Solid understanding and knowledge of the array of Group Benefits products
  • Good working knowledge of the Group Benefits divisional structure to be able to navigate appropriately
  • Solid relationship building/management skills
  • Proficient knowledge of various legislative guidelines with the ability to articulate appropriately in response to inquiries from clients or advisors
  • Solid knowledge of the sales office distribution system, sales practices and procedures
  • Strong organization skills
  • Solution oriented person – the ability to identify and understand a client issue and then determine an appropriate solution to implement
  • Ability to multi-task within a fast paced environment while maintaining a high degree of accuracy
  • Strong time management skills with the ability to prioritize competing requests/tasks
  • Expert in Word, PowerPoint and Excel

Education and Experience

  • High School Diploma or higher and /or 3-6 years business experience or equivalent combination of education and experience.
  • Degree or diploma preferred
  • PC Skills and expert in Work, PowerPoint and Excel

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

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

37,000/37 000 – 53,300/53 300

Job Category:

Customer Service / Operations

Posting End Date: