Sales Associate, Account Manager

Sun Life

Sales Associate Account Manager at Sun Life supporting PinnacleCare sales through account management and relationship development. Engaging with members and managing the sales pipeline effectively.

Posted 6/10/2026full-timeBaltimore • Connecticut, Maine, Maryland, Massachusetts, Montana • 🇺🇸 United StatesJuniorMid-Level💰 $58,800 - $88,200 per yearWebsite

About the role

Key responsibilities & impact

Provide high level support to the Sales Team
Assist with the Account Management function of Membership On Boarding, Renewals
Manage the sales pipeline
Provide sales and prospecting support
Develop email communications
Develop proposals when needed with input from SVP or Sales Team
Maintain relationships with Members through thoughtful communications
Triage issues to Sr. VP and team

Requirements

What you’ll need

Bachelor’s Degree
Prior experience in relationship management or wealth management a plus
Outstanding interpersonal and written/verbal skills
Proficiency in computer applications: Microsoft Office, Internet navigation
Knowledge of CRM database applications
Excellent time management, follow-through and ability to get things done in a deadline driven environment
Must be able to maintain a high level of confidentiality

Benefits

Comp & perks

Health insurance
401(k) employer match
Paid vacation and sick time
Paid family and parental leave
Partially paid sabbatical program
Market-leading medical coverage
Company paid life and AD&D insurance
Disability programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

relationship managementwealth managementemail communicationsproposal developmentsales pipeline managementCRM database applicationsMicrosoft Officeinternet navigation

Soft Skills

interpersonal skillswritten communicationverbal communicationtime managementfollow-throughconfidentialitydeadline management

Certifications

Bachelor’s Degree