Wealth Sales Coordinator
Sun Life Financial
Toronto, ON
At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

Job Description:
What will you do?

Work closely with the Wholesaler and the Wealth 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
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
Keep up to date with the latest campaigns and product information at SLGI
What do you need to succeed?

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
What’s in it for you?

10 days vacation per year
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
Wellness programs that support the three pillars of your health – mental, physical and financial
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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:
37,000/37 000 - 53,300/53 300

Job Category:
Sales - Distribution Support

Posting End Date: