Client Activation Coordinator

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:

Our vision is to help our Clients achieve lifetime financial security and live healthier lives. To deliver on our promise, our team’s focus is to help advisors grow their practice through an end-to-end client engagement program, enabling them with content, support and knowledge to deliver holistic advice to Clients.

As Client Activation Coordinator you'll have a direct impact on a growing program that enables advisors to proactively engage Clients and grow their business.

You’ll be part of a dynamic, innovative, and results-driven team of professionals, who have a recognized brand within our advisory channel. In this role you will support the development and delivery of our national program, program measurement and asset retention.

What will you do?

• Support the development and delivery of new campaigns and tools, managing completion to deadlines

• Coordinate and schedule project working groups, reviews, approvals, translation and publication needs

• Support our field facing Consultants with content and data needed to deliver advisor workshops

• Monitor the team email inbox, responding to questions from the field and internal partners

• Manage and maintain the program asset inventory, including maintaining version history, approval documentation, feedback, and future ideas/enhancements.

• Provide administrative support including creation and maintenance of process documentation

• Identify opportunities for program enhancements and process improvement and contribute to problem solving and brainstorming

• Maintain and update Wrike for the project tasks.

• Support other ad hoc requests as needed.

What do you need to succeed?

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

• Strong written communication skills

• Results driven and solution-oriented; takes ownership for achieving results in a dynamic, fast-paced sales environment

• Collaborative team player adept at juggling multiple priorities, with the ability to work independently

• Ability to build strong relationships with partners and advisors.

• Attention to detail

• Excellent Excel skills

• Post-secondary education in marketing, business, or communication-related field

• Two+ years of experience in marketing and/or business development role

Reasons why should you join us under the sun:

• 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 caring, supportive, and inclusive culture

• We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

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

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