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Sun Life

Group Sales Support Associate

Early Applicant
  • a month ago
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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:


Job description (heading) / Description du poste (titre)

The position is responsible for providing support to group and employee marketing sales-related activities and administrative functions. This role acts as coordinator with the various departments who directly/indirectly impact the activities of the Group Life and Employee Marketing team, monitors & arrange sales production results, and carry out other tasks associated with the department's objectives and revenue targets.

Preferred skills (heading) / Comptences particulires (titre)

Adept in working with numbers.
Computer literate.
Good interpersonal skills; good communication skills; team player; high tolerance for stress; flexible; attentive to details.
Good attendance and punctuality record.

Qualifications (heading) / Comptences (titre)

Graduate of Business Management or any related course

Responsibilities (heading) / Responsabilits (titre)

Prepares group life & retirement proposals as well as introduction letters on group business and employee marketing leads (direct and intermediary requested) generating campaign under the STEPS/FP program

Handles phone calls and inquiries in behalf of sales teams during their absence as well as orientations/briefings to advisors on admin-related guidelines & procedures.
Prepares sales/production report on a monthly basis.

Handles logistical support relative to sales functions/activities and meeting with agents including appointment setting, travel arrangements and the likes.

Coordinates regularly with the various departments (ex. Group Admin, IT, New Business) as it relates to new business accounts, production results, and customer-service requirements.

Maintains a variety of reference materials and confidential files.
Handles other admin-related sales support functions such as but not limited to: cash disbursement requisition, preparation of presentation materials/flyers/primers, stock supply custodian and coordinates with Integrated Services units on individual applications from brokers.
Maintains an effective filing system of projects, reports, correspondence and working papers concerning the department's activities; maintains a variety of reference materials and confidential files
Completes assigned special projects for the year following agreed timeline to be set at the beginning of the year (Team Planning).

Job Category:


Sales - Distribution Support

Posting End Date:


30/12/2024

More Info

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Date Posted: 24/10/2024

Job ID: 97777343

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