Insurance Sales Director, Mandarin Speaking

Sun Life

Insurance Sales Director responsible for building relationships in the Canadian Mandarin speaking market. Executing business plans to achieve sales targets for life and health insurance products.

Posted 6/5/2026full-time🇨🇦 CanadaLead💰 CA$110,000 - CA$180,000 per yearWebsite

About the role

Key responsibilities & impact

Develop a tactical business plan to achieve sales targets for life and health insurance products
Build relationships with existing advisors and provide solutions to address Client needs
Advanced/large case consultation with advisors help advisors develop the skills necessary to have sustained success in the business owner/high net worth markets
Proactively promote Sun Life’s value proposition to advisors by delivering in person and virtual presentations, and attending firm events
Provide superior service to advisors and firm
Maintain a current understanding of local markets and competitive intelligence
Ensure all business development activities are conducted within approved Sun Life policies, procedures and guidelines, and in compliance with all external regulations
Collaborate with Assistant Vice President to execute strategy and tactics

Requirements

What you’ll need

Fluency in Mandarin and English required
Expert life and health product knowledge
In-depth knowledge of the financial services industry and the competitive marketplace
Advanced understanding of insurance life and health sales strategies
University degree or business equivalent experience
5 years financial services experience, preferably in a sales role
Strong understanding of case design methodology
Ability to develop expert understanding of software used by Sun Life to facilitate the sales process including illustrations, financial planning software and proprietary concepts
Understanding of tax and estate planning
Understanding of underwriting requirements and procedures
Strong results orientation
Strong presentation skills
Analytical and problem solving skills
Highly developed priority management skills
Attained or working towards Professional Financial Planner (PFP/Fin. Pl.), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU/AVA), Chartered Financial Consultant (ChFC)
Life and Health Insurance License

Benefits

Comp & perks

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
Wellness programs that support the three pillars of your health – mental, physical and financial
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
Working together, sharing common values and encouraging growth & achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

life insurancehealth insurancesales strategiescase design methodologyfinancial planningtax planningestate planningunderwriting procedurescompetitive intelligencebusiness development

Soft Skills

relationship buildingpresentation skillsanalytical skillsproblem solvingpriority managementresults orientationcollaborationcommunicationtactical planningclient service

Certifications

Professional Financial Planner (PFP)Certified Financial Planner (CFP)Chartered Life Underwriter (CLU)Chartered Financial Consultant (ChFC)Life and Health Insurance License