Contracting and Licensing Associate - Waterloo, Canada - Sun Life

Sun Life

Verified Company

Waterloo, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

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
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 decisionmaking 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

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/ ,000/68 000

Job Category:

Sales - Distribution Support

Posting End Date:

28/02/2023