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Wealth Sales Associate (Jr. Inside Sales)

Overview

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.

Specific Skills
  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
  • Advanced knowledge of MS Office (i.e. Excel, Word & Outlook)
Responsibilities
Job Description: The Individual Insurance and Investments business unit represents close to 30% of all Sun Life Financial global revenue and more than 50% of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace.   This position works within wealth distribution under the brand of Sun Life Global Investments.  Sun Life Global Investments brings together the strength of Sun Life Financial with the best in asset management from around the world to offer a line-up of unique world class investment solutions.   You will have the opportunity to:
  • Work closely with the Wholesaler and the Inside Sales Representative (ISR) to service and manage existing and future clients
  • Provide administrative support to the sales team in their regions by ensuring the smooth operation and execution of various sales initiatives and activities
  What will you do?
  • Partner with the Wealth Sales Directors (field wholesalers) and a Wealth Sales Representatives (ISR) to generate sales through the IIROC, MFDA, and MGA investment channels
  • Use daily phone contact with investment advisors to build relationships, provide insight about capital markets and increase sales of Sun Life wealth solutions
  • Generate sales and lead development through proactive outbound telephone calls and email communications
  • Input & utilize the CRM/database with all the information pertaining to designated region in order to plan and prioritize activities with advisors
  • Schedule wholesaler meetings to ensure regional targets are attained
  • Calculate expense reports and mileage logs and ensure approval from the Regional Vice President of Sales on a timely basis
  • Assist Wholesaler and ISR in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory
  • Co-ordinate all events for the region including researching the venue, booking arrangements (food and seating), sending invitations, RSVP lists and presentation materials & kits
  • Ensure correct marketing kits are sent to clients and be familiar with marketing material pieces
  • Facilitate all mass emails to regional clients as determined by the ISR & Wholesaler. The RSA must ensure all emails are checked for quality and that approval has been given
  • Ensure prompt payment through accounting on outside contracts/services with respect to events/shows
  • Take an active team approach, proactively offering solutions and giving feedback for improvement to help promote our products and services
  • Maintain and update CRM system ensuring representative and assistant contact information has the proper email address and phone numbers
  • Ensure CE credits certificates are issued immediately following completion of events
  • Execute promotional and co-operative marketing requests as needed
  • Ensure a strong working relationship between other departments (i.e. Product Managers, Marketing, Finance, IT)
  • Participate and attend sales conference calls and meetings
  • Keep wholesalers informed of their up-coming events, presentations, webinars and road shows
Additional Requirements
  • Minimum 2 years office/administrative experience, preferably within the mutual fund industry
  • Completion of IFIC and/or CSC - definite asset
  • Knowledge of Mutual Fund industry - definite asset
  • Previous experience in Sales - definite asset; and
  • Experience working in a team environment
Job Nature
Full Time
Educational Requirements

  • College Diploma or equivalent

Experience Requirements
2
Job Location
Montreal, Quebec

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