Sun Life Financial

Across Canada

FUTURE OPPORTUNITY - Wealth Sales Assistant

Mar 26, 2017
Competitive
Vancouver, British Columbia
Entry Level, Early Career

Sun Life is focused on identifying, attracting and hiring talented and diverse individuals. We are currently building a pool of candidates for future opportunities in the Greater Toronto Area for a Wealth Sales Assistant within our wealth distribution group under the brand of Sun Life Global Investments. If you are interested in being considered for a future opportunity, please apply and we will contact you to discuss new positions when they become available.

In 2010, Sun Life Financial launched a new investment company - Sun Life Global Investments (Canada) Inc. 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 - tailored for the Canadian investor.

As a Wealth Sales Assistant you will have the opportunity to:

  • Work closely with the Wholesaler and the Inside Sales Representative (WSR) 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

Key Responsibilities:

  • 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 WSA 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

Skills and Experience

  • Bilingual (english and french, written and spoken) is an asset
  • College Diploma or equivalent
  • Minimum 2 years office/administrative experience, preferably within the mutual fund industry
  • Advanced knowledge of MS Office (i.e. Excel, Word & Outlook)
  • Completion of IFIC and/or CSC - definite asset
  • Knowledge of Mutual Fund industry - definite asset
  • Previous experience in Sales - definite asset
  • Experience working in a team environment
How to Apply