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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:

The incumbent will be responsible for establishing and maintaining client relationships for a portfolio of Advisors, Clients and Consultants. The client base is composed of retirement arrangements that vary in design, and consist of a broad range of products and investments offered by the division. The incumbent will interact with Advisors, Clients and Consultants.

What will you do?

• Maintain frequent contact with the clients/advisor to ensure satisfaction and loyalty

• Continuously assess the evolving needs of the client/advisor and introduce services or product solutions to meet those needs over time

• Accountable for the adherence to the service model framework contributing to the overall profitability of the clients

• Participate in plan review meetings and consult on plan amendment and design changes

• Actively participate with the sales leader in the sales process (i.e. contribute to developing proposal for services, attend short list presentations to describe GRS' client relationship process as well as key client services)

• Work closely with all internal teams to ensure the best client outcome

• Partner Advisors, Clients and Consultants to support and manage the resolution of any barriers or issues that arise in their retirement program

• Create a positive service experience with Sun Life as their GRS provider and develop a mutual partnership

• Actively contribute to positive client outcomes and an increase in NPS scores for our responsive client business

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.

• Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients

• Demonstrated strong interpersonal and communication skills

• Strong problem solving skills with the ability to quickly and effectively resolve client concerns

• Strong client focus

• Highly motivated, independent self-starter with strong business acumen and negotiation skills

• Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services

• Extensive knowledge of the legislation governing retirement savings programs at both the federal and provincial levels as well as a solid understanding of emerging regulatory trends and the implications for clients

• Strong presentation skills

• Superior organizational skills and the ability to follow through

• University degree or equivalent

Assets:

• A professional designation associated with the group retirement services industry (e.g. CEBS, RPA, IFIC, CSC, other)

• Access to a vehicle as travel might be required

What's in it for you?

• 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 friendly, collaborative and inclusive culture

• We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada

• 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

#LI-Hybrid

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 [email protected].

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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