Agency Engagement Specialist

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job description (heading) /  Description du poste (titre)

Support the Distribution team in driving advisor engagement and sales performance through the effective execution of campaigns, programs, advisor communications, and sales events.

The role manages day-to-day program execution, from planning and coordination to performance monitoring and post-campaign reporting—while working closely with Agency Distribution, field teams, Marketing, Analytics, Compliance, and other stakeholders.

Qualifications (heading) / Compétences (titre)

• Bachelor's degree in Marketing, Business Administration, Communications, Sales, or a related field.

• At least 2 years of relevant experience, preferably in insurance, financial services, sales, marketing, agency engagement, or event management.

• Experience in campaign or program execution and coordinating multiple stakeholders.

• Strong proficiency in Microsoft Excel and PowerPoint.

• Proficiency in Canva or similar design tools.

• Strong organizational and project management skills with excellent attention to detail.

• Comfortable working with data, reports, and performance trackers.

• Excellent written and verbal communication skills.

• Ability to manage multiple priorities and deliver within tight timelines.

Responsibilities (heading) / Responsabilités (titre)

1. Campaign & Program Execution

• Execute end-to-end advisor campaigns and engagement programs, including initiatives, recognition programs, and sales-driving campaigns.
• Manage campaign timelines, deliverables, communications, and stakeholder requirements. Develop and deploy advisor materials such as emails, art cards, presentations, FAQs, and program guides.
• Track campaign participation and deliverables, ensuring timely and compliant execution.

2. Data & Performance Monitoring

• Monitor campaign, advisor participation, and production data to track performance against targets.
• Maintain accurate campaign trackers and databases.
• Prepare regular reports and dashboards highlighting progress, key metrics, gaps, and opportunities.
• Work with Analytics and Agency Distribution teams to validate data and provide actionable insights.

3. Events & Advisor Engagement

• Coordinate logistics and execution of sales events, advisor sessions, recognition activities, and campaign-related events.
• Manage registrations, communications, materials, suppliers, and other operational requirements.
• Ensure a seamless advisor experience before, during, and after each activity.
• Support post-event evaluation and documentation of results and learnings.

4. Stakeholder & Communications Management

• Coordinate with Agency Distribution, field teams, Marketing, Compliance, Analytics, and other support functions to ensure alignment and timely delivery.
• Communicate campaign requirements, updates, timelines, and results clearly to stakeholders.
• Ensure all communications and materials adhere to Sun Life brand and regulatory requirements.

Success Measures

• Timely and accurate execution of campaigns and programs

• Achievement of campaign participation and engagement targets

• Accurate and timely performance reporting

• Smooth execution of advisor events and activities

• Strong stakeholder satisfaction and collaboration

• Compliance with brand, process, and regulatory requirements

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