Agency Engagement Associate

SunLife

Event planning experience
Microsoft excel proficiency
Project management skills
The role is responsible for planning, executing, and evaluating engagement initiatives to strengthen relationships with Sun Life advisors

Job Summary

  • The role is responsible for planning, executing, and evaluating engagement initiatives to strengthen relationships with Sun Life advisors.
  • Key objectives include improving monthly activity ratios, quarterly medallion counts, and annual Macaulay Members and MDRT achievements.
  • Candidates will coordinate sales rallies, kick-offs, and recognition activities while collaborating with internal teams like Marketing and Training.

Matching Summary

The role is responsible for planning, executing, and evaluating engagement initiatives to strengthen relationships with Sun Life advisors.

Skills & Requirements

Must-have

  • Event planning experience
  • Microsoft Excel proficiency
  • Project management skills
  • Insurance industry knowledge

Nice-to-have

  • Strong communication skills
  • Proactive mindset
  • Detail-oriented approach
  • Ability to manage competing priorities

Key Requirements

  • Bachelor's degree in Business or related field
  • 2-3 years of similar role experience
  • Experience in financial services or insurance

Work Rights

Not specified

Tailored Resume

Cover Letter