Senior Marketing Proposal Writer
Sun Life Financial
Montréal, QC
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:
The Proposal team is the door to Sun Life Financial Group Benefits incoming business and is viewed as a key contributor to the sales cycle. As an innovative leader in the industry, our role is to deliver compelling proposals which position Sun Life as the obvious choice.

The Senior Marketing Proposal Writer will be responsible for the preparation and delivery of complex Group Benefits proposals for our Corporate and National Accounts Business Development teams.

As a key contributor to Sun Life Group Benefits sales cycle, your main responsibilities will be to:

Develop and prepare proposals that respond to requests for proposals (RFPs) and meet established service standards
Ensure proper tracking and workflow management for each project to ensure they are completed successfully and on time
Write, edit, format and proofread proposals, ensure proposals are compliant with instructions and requirements
Manage production and distribution of all required documents
Work with internal partners (Account Executives, Business Development Directors, Underwriters, Subject Matter Experts) to determine strategy and respond to questionnaire
Develop good working relationship with proposal team members in both Toronto and Montreal
Provide support and guidance to less-experienced team members, as required
Exceptional time management skills

Strong abilities to plan and structure day to optimize productivity and exceed service standards
Exceptional organizational skills

Strong capacity to prioritize work according to deadlines and work effort to ensure you and partners have enough time to work on the respective pieces
Strong project management skills

Ability to manage multiple projects simultaneously
Ability to manage strategy meetings and all subsequent tasks to deliver on complex proposals
Strong capacity to anticipate likely obstacles to achieving objectives and identify pragmatic ways to avoid or overcome them
Ability to work within tight deadlines and under pressure
Ability to work independently and as part of a team
Self-starter and result-oriented
Ability to navigate complex organization and engage appropriate business areas as needed
Exceptional communication skills

Superior effective writing skills to clearly articulate our Group Benefits value proposition and engage the reader
Superior oral and written communication skills, ability to communicate clearly and concisely in attractive ‘plain language’ to ensure understanding and appeal
Strong capacity for considering the intended audiences and anticipating expected responses to communicate messages and adapt our standard responses
Ability to communicate with partners with the most efficient medium (phone, video conference, email, Workchat, etc.)
Business savvy to ensure appropriate and accurate responses to RFP questions and requirements
Strong problem solving skills

Well-developed problem-solving and conceptual thinking skills
Expert knowledge of proposal tools, such as RocketDocs, CRM, SharePoint, Lotus Notes
Strong knowledge of Microsoft Word, Excel and using MS Word templates, style sheets and formatting. Ability to troubleshoot and fix formatting or style sheet errors.
Leadership skills

Ability to mentor and provide guidance to less-experienced proposal specialists
Ability to lead major projects requiring to influence leaders and other Business Units/partners
Serve as back-up to Proposal Manager when required
Education, certification & other requirements

The candidate must be bilingual, both oral and writing
Bachelor’s degree or related work experience required
GBA or CEBS (Certified Employee Benefit Specialist), an asset
Previous marketing or writing experience an asset
Proficient level of knowledge of Group Benefits products and distribution mechanisms, clients and market segments, organization structure and sales process specific to Group Benefits
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

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

Salary Range:
47 400/ - 77 600/

Job Category:
Sales - Client Relationship Management

Posting End Date: