Manager, Insurance Advisory

Experience: 3 to 5 years

Location: Waterloo, Ontario, Canada

Skills: individual life insurance products, sales strategies, Microsoft Excel, data analysis, Microsoft Word, Microsoft PowerPoint, quantitative ability, analytical ability, project management, collaboration, partnership skills, self-management, prioritization, detail-oriented, accuracy, quality, VBA programming, Excel macro development, tax planning concepts, estate planning concepts, model risk management principles, bilingualism

Job 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.

About the role:
The Manager, Insurance Advisory is responsible for developing and maintaining tools that translate complex individual life insurance concepts into actionable sales strategies for our distribution partners. This role manages the end-to-end development lifecycle of insurance concept tools—from ideation and specification through implementation and ongoing maintenance—ensuring compliance with corporate model risk management policy. The Manager collaborates with cross-functional partners including Distribution, Product, Taxation, Illustrations, and the Insurance Advisory team to deliver tools that enable sales teams to differentiate Sun Life in the marketplace.

What will you do?
Develop and maintain insurance concept tools that translate complex life insurance concepts into actionable strategies for advisors and distribution partners
Ensure all tools comply with corporate model risk management policy through proper documentation, testing, and version control
Create detailed calculation specifications for insurance concept tools, ensuring accuracy of all assumptions and formulas
Test and validate tool functionality and outputs in collaboration with Distribution and Product teams




Manage and prioritize tool development initiatives in alignment with key stakeholders and business priorities
Provide technical support for existing tools and respond to user inquiries from distribution partners
Conduct peer reviews of tools created by business partners and apply best practices
Train Regional Sales Directors, Business Development Representatives, and other wholesale team members on the use of insurance concept tools
Monitor the competitive landscape for insurance concept tools and sales strategies

What do you need to succeed?
3 to 5 years of experience supporting sales strategies in insurance and financial planning
Strong knowledge of individual life insurance products and sales strategies
Advanced proficiency in Microsoft Excel (formulas, modeling, data analysis); strong proficiency in Word and PowerPoint
High level of quantitative and analytical ability
Excellent verbal and written communication skills
Strong project management skills with ability to manage multiple concurrent initiatives
Proven collaboration and partnership skills across cross-functional teams
Demonstrated ability to work independently with strong self-management and prioritization skills
Detail-oriented with commitment to accuracy and quality

Preferred Skills:
Undergraduate degree in Mathematics, Statistics, Actuarial Science, Finance, or Business
Professional designation such as CFP, LLQP, CLU, or progress toward actuarial credentials (ASA/FSA)
Experience with VBA programming and Excel macro development
Understanding of the individual life insurance sales process and advisor needs
Familiarity with Sun Life’s individual life insurance products and distribution channels
Knowledge of tax and estate planning concepts
Understanding of model risk management principles and governance
Bilingualism (French and/or Mandarin) is an asset

What's in it for you?
Hybrid work setting
A friendly, collaborative, and inclusive culture
20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension,



stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:
We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
Great Place to Work® list for Best Workplaces for #HybridWork 2022
Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
Named “ Best Places to Work ” by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected] . We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range: 80,000/80 000 - 128,000/128 000
Job Category: Business Analysis - Process
Posting End Date: 26/03/2026

📌 Manager, Insurance Advisory (Mumbai)
🏢 Sun Life Financial
📍 Mumbai