Sales Support Administrator, Prospr by Sunlife

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:

At Sun Life the client is at the centre of everything we do. As a Sales Support Administrator for Prospr by Sunlife your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. You will fulfill a broad spectrum of support functions aimed at enhancing the operational effectiveness of the Prospr by Sun Life team. Reporting to the Team Lead, Service to Sales, you will:

What will you do?

• Manage the team inboxes to triage client requests and work items to Prospr’s Insurance & Wealth Associate (IWA) and Advisor teams.
• Support campaign administration; assigning leads to Advisors and maintaining ongoing reporting.
• Run various Salesforce reports and campaigns to ensure action on open opportunities and reporting accuracy
• Manage the retrieval and sorting of boxes containing client files for destruction, legal hold, and imaging.
• Organize documents in a systematic and logical manner to ensure easy retrieval, and adherence to the Sun Life records retention rules.
• Maintain a high attention to detail to ensure that all documents are properly segmented and prepared for offsite storage.

What do you need to succeed?

• Attention to detail: Strong attention to detail to ensure critical information is not missed when sorting client files, administering tasks, and identifying key documents
• Organization: The candidate should have excellent organizational skills to maintain a systematic and logical filing system.
• Technical skills: The candidate should have experience using scanning equipment and be proficient in uploading data into Salesforce or similar software. They should be able to use basic computer programs such as Windows operating systems, and Microsoft Office suite.
• Communication skills: The candidate should have effective communication skills to interact with team members and supervisors to provide updates on the status of their work and to collaborate on achieving objectives.
• High school diploma with 3-6 years of experience or an equivalent combination of education and experience - Degree or college diploma preferred

Experience that would be nice to have:

• Previous experience in financial services, an office environment, and/or client service roles
• Strong client relationship skills and a client centric mindset
• Knowledge of Salesforce

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• Flexible Benefits from the day you join to meet the needs of you and your family.
• Pension, stock and savings programs to help build and enhance your future financial security.

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.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

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