Sales Coordinator,Group Retirement Services Job Kitchener area,Waterloo Ontario Canada,Sales

Location: Waterloo

Job Description

Group Retirement Services is Canada's leading provider of defined contribution retirement savings plans, helping 1.2 million Canadians preparing for, and in retirement. Being an industry leader and helping millions of Canadians with their savings and retirement goals is a profound responsibility. We acknowledge that responsibility with respect, confidence, and passion – and we are looking for a high performing and talented individual to help us remain competitive.

This is a coordinator role contributing to the success of Sun Life Group Retirement Services business plans by supporting and strengthening the business development area through sales and client relationship activities for prospecting, new business and in force. The successful candidate is the first line of shared services support as part of the Sales Enablement & Engagement team. The role of Sales Coordinator is to support a range of sales support and client distribution activities, while adhering to quality standards and turnaround times.

They will be responsible for monitoring consistency with respect to all communication, practices, processes and procedures.

While this role is a hybrid role, to support sales opportunities effectively, it does have an in-office working component.

This role reports to the Senior Manager, Sales Support.

What you need to do:

Support day-to-day sales and client retention administration tasks and ensuring the delivery of work as assigned through work-back schedules, detailed work plans and project schedules

Prepare standard proposals and shortlist presentations that accurately represent our brand, plain language style and business imperatives clearly balanced with the needs and objectives of the client

Handle simple requests for information associated with sales and retention-related projects independently; both for existing clients and new business opportunities

Monitor central team inbox for Salesforce notifications, enter opportunities into project management tool and triage requests to the right lead, or escalations to the senior management

Prepare, print, and collate custom and template PowerPoint presentations for sales opportunities (new and in force)

Provide support for sales and client initiatives. Research standard proposal responses in the proposal database, and develop standard PowerPoint presentations in support of sales efforts

Provide in-person onsite support for in office sales and client events and meetings, including in-person finalist presentation prep

Process Plan Sponsor Services password resets

Purchase coordinator and office support to Shared Services and regional offices, processing invoices and purchase orders

Travel and expense support for sales staff and senior leaders when required

Participate in external and internal meeting planning and assist the Shared Services team in associated production activities (room booking, food/beverage order, meeting room set up)

Provide assistance to clients, advisors and consultants by responding to general inquiries when RDBDs are not available (triage and send the request to the assigned back up)

Complete presentation formatting requests for strategic client presentations, including printing and collating materials as required

What you need to succeed:

Group pensions knowledge – basic to intermediate Group Retirement Services (GRS) product/ service knowledge.

Proofreading – ability to proofread, including all French translations

Copy editing – demonstrated creativity and solid understanding of plain language principles to create engaging copy that influences audiences.

Organizational and problem-solving skills – highly organized, with the ability to manage multiple initiatives, deliver against required timelines and troubleshoot solutions when faced with a challenge.

Excellent communication and interpersonal skills (written and verbal), with superb attention to detail.

Creative thinker – Ability to understand business needs, often acting quickly and efficiently using strong project and time management skills.

Adaptability – ability to embrace change and adapt to evolving business priorities.

Independence and collaboration – ability to work…

Sales Coordinator, Group Retirement Services