Sun Life

Full-stack Engineer

• Enhance developer experiences through innovative platform solutions
• Build and maintain tools that streamline software delivery
• Collaborate across teams to understand needs and deliver impactful capabilities
• Drive adoption of best practices and modern development patterns

Senior Development Specialist – Full Stack

Sales

• 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

Sales Coordinator, Group Retirement Services – West Region

Content Marketing Manager

• Oversee day-to-day pre-sales and client retention activity, and ensure the delivery of work as assigned through work-back schedules, detailed work plans and project schedules
• Prepare high-quality, complex, and strategic 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
• Works with Sales Support Manager and internal business partners to deliver the strategy and respond to complex proposals
• Manage beginning to end tactical execution and timelines of all sales materials in all segments in response to RFPs, including coordinating the development, design, approvals, and production.
• Write and edit sales and communication materials for plan sponsors, advisors and consultants that showcase the Sun Life story.
• Revise and help manage content updates, including copy editing and freehand writing, in a centralized content management tool, as well as slide library and sample sales collateral materials
• Work in partnership with multiple business partners (e.g., Group Benefits (GB) business unit, Marketing, Finance, Product, Operations) to translate business development strategies and innovation into RFP responses, presentations, and other sales materials; create slides supporting our visual identity or client-specific needs
• Work with designers, translation, external agencies, and print/production companies to ensure successful completion of sales and client retention initiatives
• Handle requests for information associated with sales and retention-related projects independently; both for existing clients and new business opportunities
• Form positive partnerships with the sales and CRE teams and understand the unique needs of sales initiatives, including prospecting, pre-sale, RFP, and shortlist processes
• Collaborate with team members, share ideas, and support the implementation of best practices such as process improvements and reference guides
• Take ownership for achieving results against quality and productivity targets and service standards; proper tracking and workflow management to ensure on-time delivery

Senior Proposal Content Specialist

Counselor

• Les conseillères et conseillers aiment développer des relations durables avec les gens et les aider à bâtir un plan pour toutes les étapes de la vie.
• Travailler dans un bureau de district local
• Acquérir des connaissances sur les produits, outils et processus de la Sun Life et des compétences pratiques en travaillant directement avec les Clients de la Sun Life
• Obtenir deux permis (produits d’assurance et fonds communs de placement)
• Acquérir l’expérience nécessaire pour traiter les appels entrants et sortants, et proposer des solutions globales d’assurance-vie, d’assurance-santé et de gestion de patrimoine aux Clients nouveaux et existants de la Sun Life
• Réaliser des activités de développement des affaires, et commencer à définir votre marché.
• Exécuter des activités clés en vue d’obtenir votre diplôme et de lancer votre carrière de conseiller ou conseillère.

Conseiller/Conseillère stagiaire, Programme de perfectionnement

Administration

• Process Plan Member Update Forms and extend Disability benefits
• Help clients through the CPP/QPP Application process
• Follow up with clients for part time earnings
• Prepare and close LTD files that reach expiry
• Review and update Power of Attorney/Authorization information
• Address and EFT changes
• Investigate returned mail
• Handle inbound and outbound calls
• Create an environment that promotes team member accountability and autonomy
• Represent Sun Life professionally, internally and externally, and work well with partners and clients
• Identify and suggest opportunities for process improvements

Senior Development Specialist – Full Stack

Sales Coordinator, Group Retirement Services – West Region

Senior Proposal Content Specialist

Conseiller/Conseillère stagiaire, Programme de perfectionnement

Disability Payment Administrator