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

Requirements

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
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 Life’s 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.

Benefits

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Microsoft ExcelVBA programmingExcel macro developmentdata analysisformulasmodeling

Soft Skills

quantitative abilityanalytical abilityverbal communicationwritten communicationproject managementcollaborationself-managementprioritizationdetail-oriented

Certifications

CFPLLQPCLUASAFSA