Advanced Case Manager - Insurance Sales - Mandarin

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.

At Sun Life, we're driven by our

Purpose:

helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

The Advanced Case Manager is responsible for contributing to the Company’s individual life and health sales goals by providing complex case and sales strategy support to advisors in the Sun Life Financial Distributors (SLFD) channel. You will play a key role in supporting our Mandarin speaking Financial Advisors with new insurance sales primarily in the affluent and high net worth markets.

You will proactively work with the Insurance Sales Directors, Financial Advisors and their regional teams to identify sales opportunities and recommend solutions using your advanced knowledge of Sun Life Financial products, competitive positioning, and complex sales strategies.

• Provide 1:1 Mandarin and English support to SLFD Advisors across Canada regarding large and/or complex cases and competitive situations with a focus on helping to generate sales and place new business
• Facilitate webinars to improve our Financial Advisors knowledge and awareness of products and individual / corporate strategies that will help to drive sales
• Participate in proactive outbound programs to increase Financial Advisor awareness of team services, product enhancements, and marketing initiatives
• Deliver training programs focused on advanced concepts and strategies for our Financial Advisors
• Support Financial Advisors through proactive follow up on submitted business, supporting key events such as Professional Development Symposiums
• Work closely with the regional teams including the RVP, District Directors and Business Development Consultants / Partners to support sales growth
• Quarterback cases from start to finish. Liaise between Financial Advisors and internal teams (Product, Pricing, Underwriting, New Business and EFPS) to assist with smooth placement of business

• Expert knowledge of Sun Life Financial and individual life and health insurance products
• Expert knowledge of sales concepts and strategies and their application, as well as competitive information
• Strong understanding of our competition and the Canadian insurance and financial environment including government regulations and tax implications – both corporate and individual.
• Excellent grasp of systems and tools used to support the sales process (Illustration systems, Salesforce, SVFA, MS Excel)
• Strong interpersonal and communication skills with the ability to build solid relationships with internal partners and with SLFD Advisors
• Completion or working towards relevant industry designations (CFP, CLU)
• As the role primarily supports Mandarin speaking advisors across Canada, travel is required

• Education in business or finance, or equivalent work experience
• 5+ years working with Individual insurance products
• 3-5 years experience in insurance sales or sales supporting role

• We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada
• Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
• A collaborative and interactive team environment
• Charitable giving through our You Give, We Give program lets you give back to…