You believe life is about aiming high and making an impact. At Sun Life Financial, we work together, share common values and help each other grow and achieve goals.
With roots tracing back to 1865 in Canada, Sun Life Financial has grown to become an established and trusted name in insurance and financial services, with offices and operations in key markets around the world. We recognize that our growth, success and reputation for excellence are due in large measure to our talented and dedicated employees.
The Individual Insurance and Investments business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace.
Role Summary:
Reporting to the Manager, Sales Force Shared Services the Coordinator is accountable to provide training support to our Recruiting & Development teams.
Main Accountabilities:
Co-ordinate logistics for sales force training schools, meetings, webinars and workshops
Respond to routine departmental email in-box inquires or escalate to appropriate contact for more complex responses
Monitor and fulfill the FC Visits and the Resource Library requests
Co-ordinate collation, stocking and reordering of training materials
Co-ordinate data collection and sharing for tracking on LMS
Develop information management tools using MS Access to store candidate and training school information
Provide effective distribution of recognition awards for our Recruiting initiatives
Process purchase order requests and invoice payments
Assist with year end budget process
Perform additional administrative support duties as required
Competencies:
Solid team player with excellent relationship management skills
Advanced analytical skills and the ability to apply these skills independently
Strong organizational, verbal and written communication skills
Attention to detail to execute multiple projects at the same time and meet all deadlines
Collaborate effectively by doing required share of work and supports team or group decisions
Clarify assignments for understanding and develops short-term plans for meeting goals and enhancing performance
Convey ideas, needs and requirements clearly, both verbally and in writing
Ask questions and probe to understand stated and underlying customer needs, issues, concerns and problems
Answer questions accurately and effectively, demonstrating approachability and establishing credibility
Meet established service standards and project deadlines
Address concerns and problems fairly, empathetically, decisively and promptly, maintaining a diplomatic and professional manner
Manage customer expectations and keeps them up-to-date on progress
Suggest ways to control costs and to improve delivery of products and/or services to customers
Proficient with Word and Power Point
Advanced Microsoft Excel skills
Proficient in accessing and processing data accurately
Strong knowledge of Oracle and M2
Knowledge of MS Access
Assets:
Proficient level of understanding of the Career Sales Force
Ability to access data on mainframe
Working knowledge of Advisor Business Centre
Working knowledge of LiveLink
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Sun Life Financial - 13 months ago
