Teams at Sun Life Financial, Inc.

Manages a portfolio of national group insurance clients in Calgary, leading client relationships, business growth, retention, profitability, and advisor and consultant partnerships. Ensures delivery of value-added products and services while meeting growth, execution, retention, and profitability targets. Requires extensive group insurance experience, client relationship expertise, financial management knowledge, negotiation, presentation, and analytical skills. This is a one-year contract role.

Build long-term client relationships to provide financial advice, assess clients' financial situations and goals, recommend and implement insurance and investment products, conduct client meetings, perform ongoing plan reviews, pursue professional accreditations, and grow a client base through networking and business development.