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Sun Life
Sun Life
H1B vizos rėmėjasFinansaiKonsultavimasSveikatos priežiūra
„Sun Life“ yra pasaulinė finansinių paslaugų bendrovė, kurios pagrindinė būstinė yra Toronte, Kanadoje. 1865 m. įkurta įmonė teikia draudimo, investavimo, finansinių konsultacijų, turto, sveikatos ir turto valdymo sprendimus privatiems asmenims, įmonėms ir institucijoms. „Sun Life“ veikia Šiaurės Amerikoje, Azijoje ir Europoje, derindama finansines paslaugas su į sveikatą orientuotais pasiūlymais ir pabrėždama tvarumą, įvairovę bei įtrauktį ir poveikį bendruomenėms. Plati jos veikla remia finansų, sveikatos priežiūros, konsultavimo ir susijusių paslaugų srityse dirbančias komandas.
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Darbai įmonėje

Business Development Partner - Sun Life (Montreal Hybrid)

Recruit, develop, and coach Sun Life advisors as they build insurance and wealth practices. Support licensing, sales growth, regulatory compliance, and district performance.

CAKanada
80 000 $ – 128 000 $ / metai
HibridinisVisas etatasJaunesnysis specialistasVidutinis lygisDiplomas nebūtinasPrivaloma Kalba: anglųPrivaloma Kalba: prancūzųVerslo plėtros atstovas
SFDC

Aprašymas

  • Recruit, onboard, train, develop, and coach advisors throughout their first four years
  • Help advisors establish businesses and develop holistic practices spanning life and health insurance and wealth products
  • Identify advisor candidates through community relationships, referrals, and centres of influence
  • Guide candidates through licensing preparation, market definition, business planning, and joint client meetings
  • Deliver training on product knowledge, sales processes, and pre- and post-sale support
  • Coach advisors on prospecting, holistic practice development, cross-selling, sales cycles, and business management
  • Help advisors meet sales growth, productivity, and client engagement goals
  • Work with head office Centre of Excellence teams to support advisors
  • Track advisor activities, monitor progress, and analyze data to produce business insights
  • Oversee compliant operations, training, licensing, registration, and product suitability reviews
  • Escalate client complaints and carry out advisor investigations
  • Ensure advisor conduct complies with the Advisor Agreement
  • Meet recruiting and production targets
  • Promote a positive district culture through events, recognition programs, and meetings
  • Strengthen Sun Life’s and local advisors’ community presence through events, activities, and sponsorships
  • Report to the District Manager while collaborating with district and regional teams

Reikalavimai

  • At least two years of related experience in the financial services industry
  • Hold a valid Life Insurance Agent’s license in the province where the district is located
  • Hold a valid Mutual Fund license or obtain one within the first 90 days
  • Complete the Branch Manager’s Course Examination and meet the experience requirements for registration as a mutual fund branch manager with the applicable provincial securities commission within the first six months
  • Remain in good standing with applicable regulators
  • Demonstrated business acumen, insurance and wealth product knowledge, and awareness of the market, competition, and industry
  • Strong sales management and business development capabilities
  • Strong prospecting and recruiting abilities
  • Strong mentoring, coaching, performance management, and influencing skills
  • Effective problem-solving, analytical, and decision-making skills
  • Bilingual French and English proficiency, both oral and written, is required
  • Strong communication and relationship-building abilities
  • Ability to help advisors define and access their target markets
  • Previous experience leading sales teams
  • Goal-oriented approach with a focus on achieving targets
  • Strong understanding of the regulatory environment
  • Ability to manage an effective performance management process within a sales culture
  • Commitment to continuous personal and professional development
  • Proficiency with Salesforce.com, financial planning software, and Microsoft applications

Privalumai

  • High-performance culture with recognition for achievements
  • Supportive and collaborative work environment
  • Opportunity to build a career with a talented and diverse workforce
  • Health, wellness, and work-life balance focus
  • Encouragement for continuous improvement
  • Flexible work options
  • Market-competitive total compensation package with base salary and variable incentive
  • Sales incentive plan with industry-leading incentive payout opportunities
  • Diversity and inclusion initiatives
  • Accommodation available throughout the application process

Susiję darbai

Trane Technologies

Senior Executive Assistant, Digital Leadership

Trane Technologies
B2BEnergetikaGamyba
USJungtinės ValstijosMNMinesotaNCŠiaurės Karolina
61 300 $ – 109 655 $ / metai
HibridinisVisas etatasVyresnysis specialistasVadovasPrivaloma Kalba: anglųVadovo asistentas

Support Trane Technologies’ Digital leadership team by coordinating executive schedules, travel, meetings, communications, and procurement. The role covers leaders across the United States and requires on-site work in White Bear Lake, Minnesota, Monday through Thursday.

Atidaryti
GlobeLife

Remote Customer Retention Representative

GlobeLife
1 – 10 Darbuotojai
MokslasSveikatos priežiūraŠvietimas
USJungtinės ValstijosNuotolinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųKlientų išlaikymo specialistasKlientų sėkmė

Help Globe Life policyholders keep their coverage and restore lapsed life insurance policies in this remote customer retention role. Handle inbound and outbound calls, discuss coverage and payment options, document outcomes, and meet retention targets.

Atidaryti
I

Senior Engineering Manager, Risk Engineering

Imprint
201 – 500 Darbuotojai
FinansaiKonsultavimasRinkodara
USJungtinės ValstijosCAKalifornijaNYNiujorkas
220 000 $ – 235 000 $ / metai
HibridinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųInžinerijos vadovas
AWSDynamoDBGoKafkaKubernetesMySQLPaskirstytosios sistemos

Lead backend teams responsible for real-time payment authorization, fraud decisions, and underwriting at Imprint, an embedded payments and credit platform.

Atidaryti