Job Description

Sun Life Global Investments seeks an experienced professional to support wealth distribution through the IIROC, MFDA, and MGA investment channels.

Responsibilities

• Partner with Wealth Sales Directors and a Regional Sales Assistant to generate sales through the IIROC, MFDA, and MGA investment channels.
• Use daily phone contact with investment advisors to build relationships and provide insights about capital markets.
• Assist investment advisors and insurance specialists with Sun Life solutions, business building practices and competitor analysis.
• Generate sales and lead development through proactive outbound telephone calls and email communications.
• Input & utilize the CRM/database with all information pertaining to the designated region to plan and prioritize activities with advisors.
• Participate in national, regional and project group meetings, share feedback and information, and ac...