Job Description

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.
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In this role you would have a direct impact on delivering an efficient and positive experience for the regional team by assisting them with the timely planning & follow-up on events. You would also drive improvements of the coordination of advisor outreach initiatives and events by sharing feedback with other Sales & Marketing Coordinators regarding best practices and process improvements.
What will you do?
In this role we'll provide you with what you need to help us succeed by doing the following:

• Use Salesforce and Excel to produce regular and scheduled reports on sales, activities and opportunities. Salesforce will also be leveraged to upload attendee details for business partner events, support the distribution arrangement of marketing and sales support materials.

• Working in conjunction with the regional sales team, make appropriate arrangements for advisor-facing events, including reserving venues/locations, transportation, support materials, catering and recognition gifts.

• Maintain records of a highly confidential nature.

• Support the region with sales and marketing initiatives such as quarterly regional campaigns. This could include Powerpoint, approval of social media materials, newsletter templates etc.

What do you need to succeed?

• Drive to succeed by taking initiative and and providing excellent service to clients and partners

• Knowledge of CRM (SalesForce)

• Effectively apply organizational skills to plan events, support sales initiatives, track various sales activities and generate reports.

• Excellent written and verbal communication skills in external communications with clients and independant advisors in both English and French.

• experience in an administrative or similar role

• Post-secondary education

• Able to manage multiple priorities simultaneously under tight deadlines

• Ability to use Microsoft Office skills in order to write documents, create reports and review presentations through Power Point and Excel

• Capable of using technologies such as Zoom, WebEx an asset

• Capable of responsibly handling sensitive and confidential information

• Basic knowledge of life and health insurance products

• 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.

• Knowledge of administrative procedures for life and health insurance products

?What's in it for you? ?
In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers.
We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.
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.
A caring, supportive, and inclusive culture
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 .
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.
Salary Range: 49,000/49 000 - 77,000/77 000
Job Category: Sales - Distribution Support
Posting End Date: 17/10/2025

Skills Required