Senior Client Relationship Executive
Sun Life(1 month ago)
About this role
The Senior Client Relationship Executive at Sun Life U.S. manages the overall relationship and financial performance for the company’s most complex employer and broker clients. The role acts as a strategic, revenue-generating advisor across the full suite of Sun Life products, driving growth and persistency through client education and cross-sell opportunities. It represents Sun Life externally while coordinating internal teams to deliver solutions and long-term value.
Required Skills
- Relationship Management
- Account Management
- Client Retention
- Cross Selling
- Presentation Skills
- Communication
- Sales
- Business Planning
- Project Management
- Financial Acumen
+1 more
Qualifications
- Insurance License
- CLMS
- College Degree
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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