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Leads advanced individual life underwriting, evaluating medical, financial, and lifestyle risks on complex, high-value applications. Negotiates decisions with reinsurers, communicates outcomes to advisors and physicians, partners with business and distribution teams, identifies process improvements, participates in high-net-worth case reviews, and mentors underwriters. The role requires substantial underwriting authority, advanced risk expertise, and collaboration across insurance stakeholders.

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.

Remote sales role contacting existing Sun Life Group Retirement Savings plan members to provide advice, recommend savings/investment solutions, build relationships, and drive retention and sales through phone and video consultations.

The Business Development Consultant recruits and develops advisors in financial services, focusing on coaching, sales growth, compliance, and performance management.

Provide holistic life and health financial advice by phone and digital channels, assess client needs, recommend insurance solutions, maintain licensing, collaborate with branch and support teams, use planning tools to help clients prepare for retirement, and identify improvements to enhance client experience.