Sales Tools Specialist
Sales Tools Specialist
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Job Description
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. Discover how you can make a difference in the lives of individuals families and communities around the world.
Job Description:
Do you have a strong background in technology support Are you interested in driving digital adoption and supporting Retail Advice & Solutions distribution channels Reporting to the Sales Tools manager the Sales Tools coordinator provides user access and management business access support to Distribution Channel Usersto enable successful use of to be successful in using digital tools. The incumbent in this role will assist the Digital adoption team (SLFD Sales Tools Manager and Digital Consultants) to provide support through tool case management aiding in increasing adoption of technology.
A key objective is to support the Digital Adoption strategy and improve Distribution Channel users knowledge skill and access of digital tools by providing reactive business application support .
What will you do
- Provide business application user access and management support on tools and capabilities that are part of the Advisor Digital Tool Kit.
Core tools include;- for Advisors CRM
- Zoom
- Microsoft Office 365
- eSignature (OneSpan)
- Champion the ongoing business support for the effective use and application of these tools for Sun Life Advisors and their teams
- Liaise with Advisor Technology Services (technical support) teams to monitor and evaluate issues/gaps that create potential opportunities for the sales force.
- Provide business application support for the Sales Tools team internal business teams and the sales force as needed
- Support development and updates of knowledge bases for existing tools the team supports
What do you need to succeed
- Excellent communication skills
- Excellent organizational skills
- Strong team player with an ability to work well under pressure
- Sound judgment and decision-making skills
- Agile and flexible; able to think and act quickly on their feet
- Ability to anticipate and respond to needs
- Strong work ethic
- Strong interpersonal skills
- Time management skills
What will be nice to have:
- Post secondary education and 5 years experience with working with technology/software (CRMs)
Whats in it for you
- Were proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada
- Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Pension stock and savings programs to help build and enhance your future financial security.
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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
49000/49 000 - 80200/80 200Job Category:
Sales - Distribution SupportPosting End Date:
01/08/2025Required Experience:
Unclear Seniority
Employment Type
Full-Time
