Insurance Sales Director (Mandarin Speaking)

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The purpose of this role is to make, maintain and strengthen relationships with Sun Life Financial Distribution advisors in the Canadian Mandarin speaking market nationally so that the insurance needs of the Client are satisfied. The Insurance Sales Director is responsible for executing a tactical business plan to achieve their regional sales targets with a focus on increasing the number of advisor relationships through presentations and seminars, face to face and virtual meetings, and advanced case consultation.

Insurance Sales Directors share in Sun Life’s values and believe in growth to achieve goals. They help support market share growth and increased sales by executing on strategies to increase advisor penetration across a variety of insurance and health products.

What will you do:

• 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

What do you need to succeed:

• 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

What's in it for you?

• 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

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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