Sun Life

Pricing Analyst – Guaranteed Wealth

Sun Life

full-time

Posted on:

Location: 🇨🇦 Canada

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Salary

💰 CA$58,000 - CA$97,000 per year

Job Level

Mid-LevelSenior

Tech Stack

VBA

About the role

  • Maintain pricing models, production reporting and processes; provide analysis to support business cases, strategies, and senior management decisions
  • Act as the first point of contact for advisors and brokers to provide customized pricing/business solutions on large cases and special requests
  • Manage large case pricing and special requests for fixed annuity products by responding to advisor and sales distribution requests through the large case pricing inbox
  • Present sales and profitability dashboard metrics at weekly team meetings
  • Troubleshoot problem cases and provide clarification and consulting services to Service Teams and Customer Relations
  • Consult with internal partners such as Asset Liability Management (ALM), Finance and Individual Operations on large case pricing, projects and processes
  • Provide insightful business analysis and profitability updates to management

Requirements

  • Excellent verbal and written communication skills
  • Strong technical, analytical and problem solving skills
  • Must be self-motivated and a self-starter
  • Meticulous attention to detail and ability to manage multiple priorities
  • Collaborative team member who continuously strives to improve the client experience, our team, and our processes
  • Understanding of actuarial principles and practices preferred
  • Experience with Axis and/or VBA is an asset
  • Experience with fixed annuity products (Payout Annuities, Structured Settlements)
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