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Advanced Case Manager at Sun Life - ApplyBlast

Advanced Case Manager

Sun Life

2 months ago

Toronto, Ontario, Canada

Hybrid

Full Time

Manager

0 applicants

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About this role

The Advanced Case Manager supports Mandarin‑speaking financial advisors across Canada by providing complex case and sales strategy assistance for individual life and health insurance products. The role involves facilitating webinars, delivering training, and coordinating with internal teams to drive new business and sales growth in affluent markets.

Responsibilities

Provide 1:1 Mandarin and English support to advisors
Facilitate webinars and training on product strategies
Quarterback cases from start to finish coordinating internal teams

Skills

Qualifications

CFPCLU

About Sun Life

sunlife.ca

Headquarters

Kansas City, Missouri, United States

Company Size

10001+ employees

Founded

1865

View Profile

We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an RRSP and TFSA and more.