Contracting and Licensing Associate

Job content

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.

Job Description:

Are you a team player who enjoys working in a fast-paced, evolving environment? Are you focused on providing excellent client service to our Distribution Channel? Are you independent and self-motivated? If yes, consider joining the Distribution Compensation Services team!

The Contracting & Licensing Associate provides accurate and timely support, coaching, and administration of contracting processes, and is responsible for establishing and maintaining personal information across the Sun Life Financial Distribution (SLFD) channel. We work closely with advisors, District leaders & Staff, Compliance, recruiting and selection teams, and other internal business partners to provide technical and procedural advice with excellent client service on a daily basis. And we play keys role in supporting Contracting & Licensing projects/initiatives, and documenting and implementing new processes inline with evolving Business and Regulatory changes.

Main Accountabilities:

• Provide expertise and excellent customer service through handling inquires related to life licensing and mutual fund registration from SLFD, provincial regulators, commission staff and other internal partners
• Support Advisors, Managers and financial centre staff with acquiring the educational proficiency requirements needed to apply for life licensing and mutual fund registration course enrolments
• Process and assist with renewals for life licensing and mutual fund registration for SLFD advisors and staff members
• Issue advisor agreements and rep codes for approved registrations
• Assist with mutual fund registration and licensing projects as needed
• Ensure current advisor and financial centre information is up to date and maintained on head office systems and regulator databases (AMF and NRD)
• Establish and maintain advisor information in our systems
• Identify and document process improvement opportunities
  
  

Competencies:

• Well organized, driven, and strong ability to work proactively and independently
• Superior customer service skills
• Advanced attention to detail with high level of data input accuracy
• Strong analytical and decision-making skills
• Excellent communication skills (written and oral)
• Results oriented and motivated to meet deadlines
• Bilingualism (French, English) required- interactions with English-speaking customers or partners
  
  

Assets:

• Knowledge of Sun Life Financial Distribution structure
• Previous experience working with a wealth or insurance channel
• System knowledge of M2, EIM, and Salesforce
• Knowledge of Life Insurance industry
  
  

Notes/Unique Requirements:

• Overtime will be required during peak periods driven by workload
  
  

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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:

41,700/41 700 - 68,000/68 000

Job Category:

Sales - Distribution Support

Posting End Date:

28/02/2023