Resolution Case Manager
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$58,000 - CA$93,000 per year
Job Level
JuniorMid-Level
About the role
- Support the Manager, Resolution and Oversight with activities related to client escalations and front-line advisor support
- Supervise new life & wealth registrants including those in the Advisor Development Program (ADP)
- Conduct compliance quality assurance reviews on Needs-Based Selling practices for Insurance sales across the advisor cohort
- Provide recommendations to sales management on registrant acumen and suitability for the Prospr advisor role
- Identify and address advisor knowledge gaps for coaching and development purposes
- Log all questions, errors, escalations and exceptions with precision for compliance requirements
- Support continuous improvement by identifying and reporting process inconsistencies to the Manager, Resolution and Oversight
Requirements
- Bachelor degree or 2+ years of relevant experience
- Mutual Fund sales and service experience
- Insurance sales and service experience
- Strong knowledge and passion of retail insurance and investment products
- Experience doing business over the phone
- Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
- Monday to Friday availability between 8am to 8pm
- Bilingualism (French, English, both oral and written) required for Quebec
- Ability to leverage digital tools for client interactions
- Strong problem-solving skills
- Adaptable and resourceful
Benefits
- Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 3 weeks paid vacation
- Licensing fees covered
- Opportunities for continuous improvement, personal growth, and career development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Mutual Fund salesInsurance salesNeeds-Based SellingCompliance quality assuranceAdvisor Development ProgramClient escalationsSales management recommendationsCoaching and developmentProcess improvementDigital tools for client interactions
Soft skills
Problem-solvingAdaptabilityResourcefulnessSupervisionCommunicationInterpersonal skillsCoachingAnalytical skillsAttention to detailBilingualism
Certifications
Bachelor degree