Job Description
At Sun Life, the client is at the centre of everything we do. As a Sales Support Administrator for Prospr team, your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.
Reporting to the Team Lead Service to Sales, you will fulfill a broad spectrum of support functions aimed at enhancing the operational effectiveness of the Prospr by Sun Life team.
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
Monitor Team voicemail box
Support setting up Salesforce Campaigns (tasks, opportunities, campaigns)
Run Adhoc reporting from salesforce
What do you need to suceed :
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
Strong client relationship skills and a client centric mindset
Ability to multitask, prioritize and work in a fast-paced, demanding and constantly changing environment
Strong communication skills (written and oral)
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 team
Knowledge of FC environment and processes an asset
Enthusiastic personality, with a positive attitude
Team player who does required share of work and supports teams success
High school diploma with 3-6 years of experience or an equivalent combination of education and experience Degree or college diploma preferred
Experience includes previous experience in financial services, an office environment, and / or client service roles
Why 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 8 : 30am to 4 : 30pm
A Comprehensive benefits package which includes :
Medical, dental, life, and disability insurance
Employee matched pension plan
Stock purchase plan
3 weeks paid vacation + Care days
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
Bilingual Sales Support Administrator, Prospr by Sun Life
Reporting to the Team Lead Service to Sales, you will fulfill a broad spectrum of support functions aimed at enhancing the operational effectiveness of the Prospr by Sun Life team. At Sun Life, the client is at the centre of everything we do. Prospr team, your work will directly contribute to our mi...
Bilingual Business Development Support Specialist (Inside Sales) - BMO Insurance
Consults with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote ...
Bilingual Sponsor Business Centre Representative
Broad knowledge of the services provided by Sun Life Financial Group Retirement Services;. The Sponsor Business Centre is responsible for supporting new product sales through the Advisor, Consultant and Direct channels, and for the on-going relationship servicing of an in-force block of business off...
AA/GIC Bilingual Customer Service Representative
Previous experience with current SunLife systems/programs (i. The role of Client Service Representative, Individual Wealth offers an exciting opportunity to provide service to agents and customers by the daily processing and administration of transactions related to our AA/GIC products. You will mai...
Bilingual Customer Service Representative
Provide Clients and advisors with additional information on Sun Life’s products & services in. Here are some of the reasons why you could seek to join this amazing team by applying now:. Our supportive leaders are looking for talented customer service individuals that will:. Must be able to obtain R...
Bilingual New Business Consultant
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives. Follow up on external transfers to expedite the transfer of funds to Sun Life. Provide just-in-time support for market-based tra...
Bilingual Intermediate Senior Underwriter
At Sun Life, you’ll get to be part of a supportive culture and community that celebrates each other’s successes and supports one another through learning opportunities. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making co...
Bilingual Learning Experience Developer
Manage the entire lifecycle of curriculum development from concept through delivery, including assessment and iteration. Bilingualism (French, English, both oral and written) is required as the incumbent will be responsible for creating and delivering training to employees and/or English and French-...
Bilingual Trade Supervision Manager
TSM) provides back-up first-line oversight of trading and other activities of advisors and field leaders to ensure we are meeting regulatory obligations and Sun Life policies. Provide support to Trade Supervision Team Leads in effectively managing queries and other tasks to support trade supervision...
Bilingual Billing Administrator
Join our team as a Billing Administrator and contribute to the management of billing processes for our diverse clientele, including I/A (Insured), P/A (Policyholder-administered) and ASO (Administrative Services only) Group Benefit clients. Code self-administered premiums by benefit and billing grou...