Senior Client Relationship Executive - National Accounts
Sun Life(2 months ago)
About this role
The Senior Client Relationship Executive at Sun Life U.S. manages strategic relationships with brokers and policyholders for complex employer and employee benefit accounts. The role focuses on driving long-term growth, persistency, and cross-sell revenue while representing the full suite of Sun Life products and services and acting as a trusted advisor.
Required Skills
- Relationship Management
- Account Management
- Cross-Selling
- Client Education
- Stakeholder Collaboration
- Salesforce
- Project Management
- Presentation Skills
- Financial Acumen
- API Integration
+2 more
Qualifications
- Insurance License
- CLMS
- College Degree Preferred
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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