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Advanced Case Manager
Job Description & How to Apply Below
Leverage your expertise as an Advanced Case Manager with Sun Life. This role focuses on supporting Mandarin-speaking Financial Advisors in driving insurance sales to affluent clients.
As part of Sun Life, you will contribute to sales goals by providing strategic support on complex cases. Your expertise will empower advisors across Canada and enhance their understanding of advanced insurance products and sales strategies. This position blends training, outbound programs, and proactive case management to support successful transactions.
Key Responsibilities:
• Provide bilingual support on complex insurance cases
• Facilitate webinars to enhance Advisor knowledge
• Participate in outbound programs for product awareness
• Deliver training on advanced insurance concepts
• Coordinate with regional teams for sales support
Requirements:
• Expert knowledge of Sun Life insurance products
• 5+ years experience with individual insurance
• Strong communication skills for relationship building
• Completion of relevant industry designations
• Willingness to travel across Canada
Bring your knowledge to Sun Life and make a positive impact in clients' lives.
Position Requirements
5+ Years
work experience
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