Manager, Insurance Advisory

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:

About the role:

The Manager Insurance Advisory is responsible for developing and maintaining tools that translate complex individual life insurance concepts into actionable sales strategies for our distribution partners. This role manages the end-to-end development lifecycle of insurance concept toolsfrom ideation and specification through implementation and ongoing maintenanceensuring compliance with corporate model risk management policy. The Manager collaborates with cross-functional partners including Distribution Product Taxation Illustrations and the Insurance Advisory team to deliver tools that enable sales teams to differentiate Sun Life in the marketplace.

What will you do

• Develop and maintain insurance concept tools that translate complex life insurance concepts into actionable strategies for advisors and distribution partners
• Ensure all tools comply with corporate model risk management policy through proper documentation testing and version control
• Create detailed calculation specifications for insurance concept tools ensuring accuracy of all assumptions and formulas
• Test and validate tool functionality and outputs in collaboration with Distribution and Product teams
• Manage and prioritize tool development initiatives in alignment with key stakeholders and business priorities
• Provide technical support for existing tools and respond to user inquiries from distribution partners
• Conduct peer reviews of tools created by business partners and apply best practices
• Train Regional Sales Directors Business Development Representatives and other wholesale team members on the use of insurance concept tools
• Monitor the competitive landscape for insurance concept tools and sales strategies

What do you need to succeed

• 3 to 5 years of experience supporting sales strategies in insurance and financial planning
• Strong knowledge of individual life insurance products and sales strategies
• Advanced proficiency in Microsoft Excel (formulas modeling data analysis); strong proficiency in Word and PowerPoint
• High level of quantitative and analytical ability
• Excellent verbal and written communication skills
• Strong project management skills with ability to manage multiple concurrent initiatives
• Proven collaboration and partnership skills across cross-functional teams
• Demonstrated ability to work independently with strong self-management and prioritization skills
• Detail-oriented with commitment to accuracy and quality

Preferred Skills:

• Undergraduate degree in Mathematics Statistics Actuarial Science Finance or Business
• Professional designation such as CFP LLQP CLU or progress toward actuarial credentials (ASA/FSA)
• Experience with VBA programming and Excel macro development
• Understanding of the individual life insurance sales process and advisor needs
• Familiarity with Sun Lifes individual life insurance products and distribution channels
• Knowledge of tax and estate planning concepts
• Understanding of model risk management principles and governance
• Bilingualism (French and/or Mandarin) is an asset

Whats in it for you

• Hybrid work environment
• A friendly collaborative and inclusive culture
• 20 vacation days per year
• 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 opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health mental physical and financial

Recent Awards:

• We are honoured to be recognized as aand 2025 Best Workplaces in Canada by Great Place to Work Canada
• Great Place to Work list for Best Workplaces for #HybridWork 2022
• Great Place to Work list for Best Workplaces for Professional Development in Canada 2022
• Named Best Places to Work by Glassdoor 2021 and 2023

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 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.

Salary Range:

Job Category:

Posting End Date: