Vice President leading marketing strategies and initiatives at Desjardins Group's property and casualty insurance sector. Fostering transformation and growth through innovative marketing approaches and analytics.
About the role
- Manager, Insurance Advisory at Sun Life developing and maintaining tools for actionable insurance sales strategies. Collaborating with cross-functional teams to ensure compliance and effective usability.
Responsibilities
- Develop and maintain insurance concept tools that translate complex life insurance concepts into actionable strategies for advisors and distribution partners
- Ensure all tools comply with corporate model risk management policy through proper documentation, testing, and version control
- Create detailed calculation specifications for insurance concept tools, ensuring accuracy of all assumptions and formulas
- Test and validate tool functionality and outputs in collaboration with Distribution and Product teams
- Manage and prioritize tool development initiatives in alignment with key stakeholders and business priorities
- Provide technical support for existing tools and respond to user inquiries from distribution partners
- Conduct peer reviews of tools created by business partners and apply best practices
- Train Regional Sales Directors, Business Development Representatives, and other wholesale team members on the use of insurance concept tools
- Monitor the competitive landscape for insurance concept tools and sales strategies
Requirements
- 3 to 5 years of experience supporting sales strategies in insurance and financial planning
- Strong knowledge of individual life insurance products and sales strategies
- Advanced proficiency in Microsoft Excel (formulas, modeling, data analysis); strong proficiency in Word and PowerPoint
- High level of quantitative and analytical ability
- Excellent verbal and written communication skills
- Strong project management skills with ability to manage multiple concurrent initiatives
- Proven collaboration and partnership skills across cross-functional teams
- Demonstrated ability to work independently with strong self-management and prioritization skills
- Detail-oriented with commitment to accuracy and quality
- Undergraduate degree in Mathematics, Statistics, Actuarial Science, Finance, or Business
- Professional designation such as CFP, LLQP, CLU, or progress toward actuarial credentials (ASA/FSA)
- Experience with VBA programming and Excel macro development
- Understanding of the individual life insurance sales process and advisor needs
- Familiarity with Sun Life’s individual life insurance products and distribution channels
- Knowledge of tax and estate planning concepts
- Understanding of model risk management principles and governance
- Bilingualism (French and/or Mandarin) is an asset.
Benefits
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
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