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Sales and Client Relationships Coordinator

Financière Sun Life

C'est un Contrat job à Montreal, QC publiée le mars 15, 2023.

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:

*** 12 month contract ***

This is a senior level coordinator role contributing to the success of Sun Life Group Retirement Services business plans by supporting and strengthening a range of relationship management, sales, and marketing/communication services. Reporting to the Coordinator Team Leader, the successful candidate will also support the region’s Client Relationship Executives (CREs), Regional Directors Business Development (RDBDs) and senior leadership team.

What will you do ?

  • Responsible to oversee the research, design and creation of client-related presentations used by CREs including the pension committee, business update, new project launch, etc.

  • Prepares, prints, and collates custom and template PowerPoint presentations for CREs and RDBDs

  • Provides support for sales initiatives. Includes proposal preparation – research (internet and other media), sales presentation slides and accompanying documents, assembly and preparation for delivery

  • Performs research to produce standard reports and/or statistics (e.g. Internet and Call Centre statistics, Investment information etc.)

  • Prepares Excel spreadsheets from researched data and exports in a client friendly manner

  • Handles requests for information associated with client-related projects independently; both for existing clients and new business opportunities

  • Provides guidance and assistance to clients, advisors and consultants by responding to general inquiries when CREs or RDBDs are not available, including client access and password resets to the web

  • Prepares and executes general mailings to clients, consultants and advisors, as required

  • Knowledge expert and peer reviewer to the CRM On Demand tool; works with the Best Practices team to establish and implement best practices while helping to maintain data integrity

  • Participates in event planning and assists the Manager, Events and Projects in associated production activities

What do you need to succeed ?

  • Intermediate to advanced PC skills, including the use of Microsoft Office (Word, Powerpoint, Excel), Outlook, IBM Notes and web-based programs

  • Superior organization and problem solving ability

  • Excellent oral and written communication and presentation skills

  • Excellent interpersonal, decision-making and influencing skills

  • Ability to work both independently and within a strong team environment

  • Positive attitude and a strong customer service orientation

  • Knowledge of business related policies and practices

  • Some knowledge of business related laws and regulations

  • Basic to intermediate Pension, Investment and Product/Service knowledge

  • Bilingualism (French, English) required- immediate manager is a unilingual Anglophone outside Quebec

  • College diploma and 3-5 years related work experience in financial services

  • Group Retirement Services or university degree an asset

What’s in it for you ?

  • A friendly, collaborative and inclusive culture

  • A collaborative and interactive team environment

  • We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada

  • We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada

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 thebrightside@sunlife.com.

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:

41,700/41 700 – 68,000/68 000

Job Category:

Sales – Client Relationship Management

Posting End Date: