Wealth Sales Coordinator

at  Sun Life

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:

Location: Needs to be 3 days per week in office (Toronto One York)
The Individual Insurance and Investments business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent 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.

• 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 WSR 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 WSR & Wholesaler. The WSC 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;
• Managing the continuous data integrity process for internal sales reposting requirements including preparing and revising presentations, reports and databases
• Maintain and update CRM system ensuring representative and assistant contact information has the proper email address and phone numbers;
• Maintain samples of all relevant marketing materials on hand for office use and ensures they are updated regularly
• 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 and keep up to date with the latest campaigns and product information at SLGI