Teams at Sun Life Financial, Inc.

Manage and grow a portfolio of corporate retirement and group savings clients, advisors, and consultants. Maintain client satisfaction, assess evolving needs, recommend solutions, ensure portfolio profitability, consult on plan design and amendments, support sales efforts, and coordinate internal teams to deliver client outcomes.

The Business Development Representative generates sales through phone contact with investment advisors, builds relationships, and supports sales activities within wealth distribution. Responsibilities include utilizing CRM for planning, participating in meetings, and organizing communications.

Provide phone- and video-based financial consultations to existing Sun Life clients, focusing on retirement savings and investment recommendations. Build long-term client relationships, uncover needs through discovery, recommend tailored solutions, manage sales activity and follow-up, and maintain up-to-date product and industry knowledge while contributing to team performance.