Director, Advanced Underwriting, High Net Worth

Sun Life

Quebec, Canada
Base: 110,000 - 180,000; bonus/equity: not specifi...
Hybrid
Medical and financial risk selection
Proactive communication
Holistic underwriting expertise
Sun Life’s High Net Worth (HNW) Team creates a remarkable new business experience, supporting both advisors and clients throughout the entire acquisition process

Job Summary

  • Sun Life’s High Net Worth (HNW) Team creates a remarkable new business experience, supporting both advisors and clients throughout the entire acquisition process.
  • In this position, you’ll review and analyze medical, personal, and financial information to evaluate eligibility and risk for applications for amounts up to $200 million.
  • We also offer a number of programs and offerings to help our Employees achieve lifetime financial security and live healthier lives, some of these include: Flexible Benefits from the day you join to meet the needs of you and your family.

Matching Summary

Sun Life’s High Net Worth (HNW) Team creates a remarkable new business experience, supporting both advisors and clients throughout the entire acquisition process.

Salary

Base: 110,000 - 180,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • medical and financial risk selection
  • proactive communication
  • holistic underwriting expertise
  • negotiate internal decisions with reinsurers
  • Exceptional analytical, judgement, problem-solving

Nice-to-have

  • client-first commitment
  • positive environment through teamwork
  • spirit of innovation
  • professional development
  • caring, supportive, and inclusive culture

Key Requirements

  • 10-15 years of experience as an Individual Life Underwriter
  • ALU certificate and commitment to ongoing education
  • Fellow, Academy of Life Underwriting (FALU) and Fellow, Life Management Institute (FLMI) designations
  • Decision Making Authority >$10,000,000 for Life
  • Bilingualism (French/English) is required for Quebec applicants

Work Rights

Not specified

Tailored Resume

Cover Letter