Sun Life

Sales Coordinator, Group Retirement Services – West Region

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Calgary • Canada

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Salary

💰 CA$51,000 - CA$80,200 per year

About the role

  • Support day-to-day sales and client retention administration tasks and ensuring the delivery of work as assigned through work-back schedules, detailed work plans and project schedules
  • Prepare standard proposals and shortlist presentations that accurately represent our brand, plain language style and business imperatives clearly balanced with the needs and objectives of the client
  • Handle simple requests for information associated with sales and retention-related projects independently; both for existing clients and new business opportunities
  • Monitor central team inbox for Salesforce notifications, enter opportunities into project management tool and triage requests to the right lead, or escalations to the senior management
  • Prepare, print, and collate custom and template PowerPoint presentations for sales opportunities (new and in force)
  • Provide support for sales and client initiatives
  • Research standard proposal responses in the proposal database, and develop standard PowerPoint presentations in support of sales efforts
  • Provide in-person onsite support for in office sales and client events and meetings, including in-person finalist presentation prep
  • Process Plan Sponsor Services password resets
  • Purchase coordinator and office support to Shared Services and regional offices, processing invoices and purchase orders
  • Travel and expense support for sales staff and senior leaders when required
  • Participate in external and internal meeting planning and assist the Shared Services team in associated production activities (room booking, food/beverage order, meeting room set up)
  • Provide assistance to clients, advisors and consultants by responding to general inquiries when RDBDs are not available (triage and send the request to the assigned back up)
  • Complete presentation formatting requests for strategic client presentations, including printing and collating materials as required

Requirements

  • Group pensions knowledge – basic to intermediate
  • Group Retirement Services (GRS) product/ service knowledge
  • Proofreading – ability to proofread, including all French translations
  • Copy editing – demonstrated creativity and solid understanding of plain language principles to create engaging copy that influences audiences
  • Organizational and problem-solving skills – highly organized, with the ability to manage multiple initiatives, deliver against required timelines and troubleshoot solutions when faced with a challenge
  • Excellent communication and interpersonal skills (written and verbal), with superb attention to detail
  • Creative thinker – Ability to understand business needs, often acting quickly and efficiently using strong project and time management skills
  • Adaptability – ability to embrace change and adapt to evolving business priorities
  • Independence and collaboration – ability to work independently and collaboratively within a strong agile team environment
  • Business curiosity – comfort seeking new approaches to solving business problems and challenging the status quo
  • Confidence and strong decision-making skills – ability to confidently share and receive ideas and be an influential team member
  • Advanced knowledge of Microsoft applications (Word, Excel, Outlook, and SharePoint)
  • Experience with collaboration tools, content management systems, Salesforce and Adobe Pro is an asset
  • Willingness to work flexible hours, when necessary, to support sales opportunities in Vancouver (PT), Calgary (MT), Winnipeg (CT), Ontario and Quebec (ET) time zones, and work overtime, as needed
  • Bilingual-English/French is a strong asset
Benefits
  • Ongoing learning, training, and coaching as you grow your career
  • A friendly, collaborative, and interactive team environment
  • Recognition as a 2025 Best Places in Canada by Great Place to Work® Canada
Applicant Tracking System Keywords

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

Hard Skills & Tools
group pensions knowledgegroup retirement services knowledgeproofreadingcopy editingproject managementpresentation formattingsales supportinvoice processingexpense managementmeeting planning
Soft Skills
organizational skillsproblem-solving skillscommunication skillsinterpersonal skillscreative thinkingadaptabilityindependencecollaborationbusiness curiositydecision-making skills