Bilingual Proposal Coordinator

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:

This is a coordinator role contributing to the success of Sun Life Group Retirement Services business plans by supporting and strengthening the business development area through sales and client relationship activities for prospecting, new and in force business.

The successful candidate is the first line of shared services support as part of the Sales Enablement & Engagement team. The role of Bilingual Proposal Coordinator is to support a range of sales support and client distribution activities, while adhering to quality standards and turnaround times. They will be responsible for monitoring consistency with respect to all communication, practices, processes and procedures.

While this role is a hybrid role, to support sales opportunities effectively, it does have an in-office working component.

This role reports to the Senior Manager, Sales Support.

What you need to do:

• Support day-to-day sales and client retention activity, and ensure the delivery of work as assigned through work-back schedules and project schedules

• Prepare standard proposals and shortlist presentations that accurately represent our brand, plain language style and business imperatives clearly balanced with the needs and objectives of the client

• Complete simple, standard advisor due diligence updates and presentations

• Organize, revise and copy edit content updates in a centralized content management tool, as well as slide library and sample sales collateral materials

• Coordinate all sales content translation requirements, including submitting translation requests, reviewing translated material and entering updates in content management tool

• Monitor central team inbox for Salesforce notifications, enter opportunities into project management tool

• Monitor content inbox to triage requests to the right lead, or escalations to the senior management

• Provide in-person onsite support for Quebec based sales and client events and meetings, including in-person finalist presentation prep.

• Participate in external and internal meeting planning and assists the Shared Services team in associated production activities (room booking, food/beverage order, meeting room set up). 

• Complete presentation formatting requests for French strategic client presentations, including printing and collating materials as required

• Prepare, print and collate custom and template PowerPoint presentations for sales opportunities (new and in force)

What you need to succeed:

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

• Group pensions knowledge – basic to intermediate Group Retirement Services (GRS) product/ service knowledge.

• Proofreading – ability to proofread, including all French translations

• Copy editing – demonstrated creativity and solid understanding of plain language principles to create engaging copy that influences audiences.

• Organizational and problem-solving skills – highly organized, with the ability to manage multiple initiatives, deliver against required timelines and troubleshoot solutions when faced with a challenge.

• Excellent communication and interpersonal skills (written and verbal), with superb attention to detail.

• Creative thinker – Ability to understand business needs, often acting quickly and efficiently using strong project and time management skills.

• Adaptability – ability to embrace change and adapt to evolving business priorities.

• Independence and collaboration – ability to work independently and collaboratively within a strong agile team environment.

• Business curiosity – comfort seeking new approaches to solving business problems and challenging the status quo.

• Confidence and strong decision-making skills – ability to confidently share and receive ideas and be an influential team member.

• Intermediate knowledge of Microsoft applications (Word, Excel, Outlook, and SharePoint).

• Experience with collaboration tools, content management systems, Salesforce and Adobe Pro is an asset.

• Willingness to work flexible hours, when necessary, to support sales opportunities in Vancouver (PT), Calgary (MT), Winnipeg (CT), Ontario and Quebec (ET) time zones, and work overtime, as needed.

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

• Ongoing learning, training, and coaching to grow your career

• A friendly, collaborative and interactive team environment

• We are honoured to be recognized as a 2025 Best Workplaces in Canada by Great Place to Work® Canada

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].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several 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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