Sr. Business Initiatives Specialist

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:

In this role, you will primarily be responsible for:

• Creating and managing analytics tools (using SLFD sales and other SFLD-related performance data), to identify areas for improvement, evaluate current business processes, and propose data-driven solutions

• From the analysis, derive insights and opportunities to share with field management to increase the effectiveness of the sales force in achieving performance targets and growth mandates

• Monitoring performance effectiveness of key SFLD initiatives and strategies

Reporting to the Director, SFLD Field Leader Effectiveness and working closely with all members of Field Leader Effectiveness team, this position requires a proactive, self-motivated and detail-oriented individual with excellent time management and prioritization skills to function in a high intensity and frequently changing environment. It is also important for this individual to work closely with partners across the Distribution organization, as well as SLFD managers.

What will you do?

• Working with business related datasets to contribute analytics and insights to projects and initiatives in support of the business plan and performance targets

• Create, implement, and monitor projects and initiatives consistent with/in support of the business plan and performance targets

• Provide weekly, monthly, quarterly, and ad hoc reporting for key initiatives

• Drive research, data collection, and data analysis to support business plans, business targets and key initiatives

• Supports Field Leader Effectiveness in presentation development and content delivery

• Build and maintain strong relationships with key partners at all levels, including effectively engaging field management

What do you need to succeed?

• Understanding of SLFD distribution channel, as well as the underlying business metrics of the SLFD distribution channel

• High drive to execute plans to on time, on scope, and on quality expectations

• A resourceful problem-solver that takes the initiative to independently create solutions

• Highly comfortable with ambiguity and change

• Strong ability to manage multiple projects and initiatives while driving desired results

• Highly collaborative team player with drive and credibility to move others forward and accomplish objectives

• Strong PC skills (MS Excel, PowerPoint, Access, OneNote) including experience in building reports and creating/modifying VBA code

• Strong analytical and problem-solving skills with attention to accuracy and details

• Excellent verbal and written communication skills with an ability to explain difficult concepts to audiences of different levels of understanding and with an ability to influence, motivate and negotiate

• University degree, preferably in an Analytics related field

• 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.

Reasons why should you join us under the sun

• The opportunity to move along a variety of career paths with amazing networking potential.

• A caring, supportive, and inclusive culture
• A collaborative and interactive team environment

• In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights forthe 16th consecutive year, leading Canadian insurers.
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

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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