Wealth Sales Coordinator

Sun Life Financial

Job title:

Wealth Gross sales Coordinator


Solar Life Monetary

Job description

You’re as distinctive as your background, expertise and standpoint. Right here, you’ll be inspired, empowered and challenged to be your finest self. You may work with dynamic colleagues – specialists of their fields – who’re wanting to share their information with you. Your leaders will encourage and enable you to attain your potential and soar to new heights. Day by day, you may have new and thrilling alternatives to make life brighter for our Shoppers – who’re on the coronary heart of every little thing we do. Uncover how one can make a distinction within the lives of people, households and communities all over the world.Job Description:Location: Must be 3 days per week in workplace (Toronto One York)The Particular person Insurance coverage and Investments enterprise unit represents near 30 per cent of all Solar Life Monetary international income and greater than 50 per cent of Canadian earnings. We’re a high supplier of life, well being and wealth merchandise within the Canadian market.This place works inside wealth distribution beneath the model of Solar Life International Investments. Solar Life International Investments brings collectively the energy of Solar Life Monetary with the perfect in asset administration from all over the world to supply a line-up of distinctive world class funding options.What is going to you do:Schedule wholesaler conferences to make sure regional targets are attained;Calculate expense studies and mileage logs and guarantee approval from the Regional Vice President of Gross sales on a well timed foundation;Help Wholesaler and WSR in growing a strategic marketing strategy for the 12 months and evaluate it quarterly with the workforce to extend gross sales from advisors in our territory;Co-ordinate all occasions for the area together with researching the venue, reserving preparations (meals and seating), sending invites, RSVP lists and presentation supplies & kits;Guarantee appropriate advertising kits are despatched to purchasers and be acquainted with advertising materials items;Facilitate all mass emails to regional purchasers as decided by the WSR & Wholesaler. The WSC should guarantee all emails are checked for high quality and that approval has been given;Guarantee immediate cost via accounting on exterior contracts/companies with respect to occasions/exhibits;Take an lively workforce method, proactively providing options and giving suggestions for enchancment to assist promote our services and products;Managing the continual knowledge integrity course of for inner gross sales reposting necessities together with making ready and revising displays, studies and databasesPreserve and replace CRM system guaranteeing consultant and assistant contact info has the correct e-mail handle and telephone numbers;Preserve samples of all related advertising supplies available for workplace use and ensures they’re up to date oftenGuarantee CE credit certificates are issued instantly following completion of occasions;Execute promotional and co-operative advertising requests as wanted;Guarantee a robust working relationship between different departments (i.e. Product Managers, Advertising and marketing, Finance, IT);Take part and attend gross sales convention calls and conferences;Preserve wholesalers knowledgeable of their up-coming occasions, displays, webinars and highway exhibits and preserve updated with the most recent campaigns and product info at SLGIWhat do it’s good to succeed:Faculty Diploma or equal;Minimal 2 years workplace/administrative expertise, ideally inside the mutual fund trade;Fundamental information of MS Workplace (i.e. Excel, Phrase & Outlook);Expertise working in a workforce setting.Customer support expertise in a fast-paced, high-volume settingGlorious interpersonal abilities with the flexibility to work collaboratively and construct robust relationshipsA self-starter who’s resourceful, element oriented and arrangedWhat could be good to have:Completion of IFIC and/or CSCData of Mutual Fund tradeEarlier expertise in Gross salesWhat’s in it for you:Versatile Advantages from the day you be a part of to satisfy the wants of you and your loved onesPension, inventory and financial savings applications to assist construct and improve your future monetary safetyWellness applications that help the three pillars of your well being – psychological, bodily and monetaryWe’re honoured to be acknowledged as a 2023 Greatest Workplaces in Canada by Nice Place to Work® CanadaThe Base Pay vary is for the first location for which the job is posted. It might fluctuate relying on the work location of the profitable candidate or different components. Along with Base Pay, eligible Solar Life workers take part in numerous incentive plans, cost beneath which is discretionary and topic to particular person and firm efficiency. Sure gross sales centered roles have gross sales incentive plans primarily based on particular person or group gross sales outcomes.Range and inclusion have all the time been on the core of our values at Solar Life. A various workforce with huge views and artistic concepts advantages our purchasers, the communities the place we function and all of us as colleagues. We welcome purposes from certified people from all backgrounds.Individuals with disabilities who want lodging within the software course of or these needing job postings in another format could e-mail a request to .At Solar Life we try to create a versatile work setting the place our workers are empowered to do their finest work. A number of versatile work choices can be found and could be mentioned all through the choice course of relying on the function necessities and particular person wants.We thank all candidates for displaying an curiosity on this place. Solely these chosen for an interview shall be contacted.Wage Vary: 47,000/47 000 – 77,000/77 000Job Class: Gross sales – Distribution AssistPosting Finish Date: 05/04/2024

Anticipated wage

$47000 – 77000 per 12 months


Toronto, ON

Job date

Solar, 24 Mar 2024 02:33:24 GMT

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