Sales and Marketing 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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Sales & Marketing Coordinator is an integral member of our sales team.  In this role you will have a direct impact on delivering an efficient and positive experience by offering support to all members of the regional team with sales and marketing initiatives, while offering specific support to the Director of Sales to generate efficiencies.  The role involves some administrative functions, with the balance dedicated to sales & marketing initiatives, reporting and event planning and execution.

What will you do?

• Drive sales opportunities by supporting the region with sales and marketing initiatives, including regional campaigns, marketing communications, social media materials, and communication templates
• Develop, create, and analyze regularly scheduled and ad-hoc Regional reports on sales results, team activities and opportunities, through the use of Salesforce and Excel.  Leverage this data to support the sales team in identifying key successes and future opportunities.
• Organize, plan and execute advisor-facing events (virtual and in-person), including reserving venues, arranging for appropriate sales support materials, and building follow-up strategies for the sales team to execute.  Also includes managing feedback surveys and issuing CE Certificates for attendees.
• Distribute relevant sales, marketing and promotional material to advisors and other distribution partners, in support of our regional objectives.
• Provide general administrative support for the region.
• Maintain records of a highly confidential nature

What do you need to succeed?

• Drive to succeed by taking initiative and providing excellent service to clients and partners
• Intermediate to advanced skills in Excel, PowerPoint, Windows
• Knowledge of CRM (SalesForce)
• Independent critical thinker and self-starter with an entrepreneurial attitude. Highly proactive, very organized, and with a keen attention to detail. 
• Effectively apply organizational skills to plan events, support sales initiatives, track various sales activities and generate reports. 
• Excellent communication skills, both verbal and written in English
• Knowledge of life and health insurance products, including administrative procedures.
• Experience in an administrative or similar sales support role
• Post-secondary education
• Able to manage multiple priorities simultaneously under tight deadlines
• Familiarity with technologies such as Zoom, WebEx an asset
• Capable of responsibly handling sensitive and confidential information

What's in it for you?

• 15 days vacation 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
• Wellness programs that support the three pillars of your health – mental, physical and financial
• 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 friendly, collaborative and inclusive culture that rewards top talent and encourages career advancement.
• A collaborative and interactive team environment

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.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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