Advanced Case Manager Insurance Sales Mandarin

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life were 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 youll 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.

Job Description:

The Advanced Case Manager is responsible for contributing to the Companys 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.

Responsibilities:

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.

Qualifications:

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.

Preferred skills/experience:

• 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

Whats in it for you

• Were 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 your community and in many cases well match your contributions.

• Care Days available for self-care or care of others (i.e. family or others you may support) and Sick Days to support your well-being.

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 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 .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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