Job Description:
Location: Hybrid, work from home
Sun Lifes High Net Worth Team creates a remarkable new business experience through an unparalleled proactive and responsive process that supports both the advisor and their client throughout the entire acquisition process, that is complimented by immediate inforce support through dedicated point(s) of contact. With the ability to work from home, an amazing collaborative client-centric team, Sun Lifes High Net Worth Team may be the place for you.
Lifes brighter under the sun
Joining our team at Sun Life means you can expect:
- A hybrid working environment, giving you the best parts of in-office collaboration and work from home flexibility
- Flexible Benefits from the day you join, meeting the needs of you and your loved onesr stock ownership program and pension plan give you the chance to invest in Sun Lifewithcompanymatching opportunities
- An annual bonus based on company and individual performance
- Paid vacation based on experience, 5caredays available forself-careor care of others (e.g. family or others you may support) and 10personal illness days to support your well-being
- Our uniquesabbatical program gives you the opportunity to take up to 6 weeks off, every 5 years
- Investment in not-for-profit organizations that are important to you
- Maternity/Paternity top-up programso you can focus on your growing family
What will you do?
- Use effective teaching style for training and mentoring senior Underwriting resource on financial and reinsurance aspects of High Net Worth business
- Complete risk assessment on larger and more complex cases with higher premium and face amounts (between $5,000,000 and $10,000,000with ability to decline unacceptable risks)
- Complete classification for life and critical illness, making effective use of full signing authority
- Apply holistic underwriting expertise in all areas of underwriting including medical, financial and lifestyle factors to make sound and competitive underwriting decisions
- Perform referrals with the aim of mentoring senior underwriters
- Provide full explanations for our rationale on all decisions and inquiries
- Be called upon to meet with Advisors and Firms, and deliver presentations that support SLF Underwriting philosophies
What do you need to succeed?
- Must have excellent technical underwriting skills with a minimum of 7 to 10 years underwriting experience
- Must make appropriate risk assessment decisions on applications in accordance with Sun Life Fiinancial underwriting guidelines and within signing authority
- AALU designation and working towards the FALU designation
- Exceptional reinsurance negotiating skills
- Empathy and practice principles of finesse to promote positive interactions
- Demonstrated awareness of trends and changes in medicine, and initiative to bring forward recommendations to operational teams and development and governance as needed
- Excel at building partnerships with advisors and wholesalers
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.and the position reports to a unilingual English-speaking manager outside Quebec
When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.
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.
Job Category:
Underwriting - Individual
Posting End Date:
04/09/2026
