Jobs at Sun Life Financial, Inc.

Acquire new small-business clients with 10–50 employees by selling group benefits, including life, disability, dental, vision, and supplemental health products. Build broker and consultant relationships, prospect through virtual and local engagement, prepare quotes and proposals, negotiate and close opportunities, manage a territory business plan, track activity in Salesforce, and achieve annual sales targets exceeding $3 million.

Leads the Client Experience Office’s Chief of Staff function, driving strategic execution, executive decision-making, governance, performance management, analytics, reporting, communications, and AI initiative alignment. Partners across enterprise functions to manage priorities, risks, resources, and business outcomes. Supports executive and board forums, develops dashboards and scorecards, and leads a high-performing team focused on transformation, client experience, and organizational effectiveness.

Process end-to-end biweekly payroll for more than 7,000 U.S. employees, including salary, bonus, overtime, deductions, tax, and benefits processing. Reconcile payroll data, maintain employee records, prepare year-end tax forms, support reporting and audits, address payroll inquiries, and ensure compliance with federal, state, and local regulations. The role also contributes to process improvement and month-end and year-end activities.

Oversee expense management for Group Retirement Services and the Client Solutions Center, including cost-to-serve modeling, profitability analysis, expense reporting, forecasting, budgeting, month-end close, variance analysis, benchmarking, dashboards, and strategic recommendations. Partner with finance, analytics, and business teams to develop accurate datasets, improve processes, communicate insights, and present findings to senior management.

Supports Insurance Distribution through data analysis, reporting, sales target setting, data quality management, process improvement, and business insights. The role manages reporting needs, investigates data issues, facilitates requirements sessions, leads project and change management activities, trains business users, and presents findings to stakeholders. It also develops analytics, maintains advisor and regional alignment, and recommends improvements to business processes and reporting solutions.

Leads advanced individual life underwriting, evaluating medical, financial, and lifestyle risks on complex, high-value applications. Negotiates decisions with reinsurers, communicates outcomes to advisors and physicians, partners with business and distribution teams, identifies process improvements, participates in high-net-worth case reviews, and mentors underwriters. The role requires substantial underwriting authority, advanced risk expertise, and collaboration across insurance stakeholders.

Recruits, onboards, trains, mentors, and supervises financial advisors during their first four years. Supports licensing, business planning, prospecting, sales development, compliance, performance management, and client service. Analyzes advisor activity, escalates complaints, promotes district growth, and builds community relationships. Requires financial services experience, insurance and investment licensing, sales leadership capabilities, regulatory knowledge, and proficiency with Salesforce and other business tools.

Provides enterprise leadership for workforce management, customer service analytics, contact center technology, and BPO partnerships. Oversees forecasting, staffing, dashboards, service levels, vendor contracts, invoices, performance management, budgets, technology roadmaps, and operational improvements. Leads managers and cross-functional teams while partnering with IT, Finance, Legal, Procurement, and Customer Service leadership to improve customer outcomes, control costs, and align outsourced operations with business needs.

The Information Security Analyst supports enterprise vulnerability management by monitoring, classifying, investigating, and reporting vulnerabilities across infrastructure and application environments. The role manages internal and external scanning processes, contributes to security risk reporting and program initiatives, researches emerging threats, prepares technical and management reports, and identifies opportunities to automate or improve vulnerability management processes.

A 24-month leadership development program featuring three cross-functional rotations across the Life and Health business. Trainees lead high-impact projects, support transformation initiatives, analyze data, apply AI tools, identify growth opportunities, and develop commercial, leadership, and enterprise-wide capabilities through mentorship and exposure to senior executives.

Support Strategic Finance Initiatives and Accounting Advisory by developing and maintaining finance policies, providing technical accounting guidance, leading impact assessments for new standards, collaborating with cross-functional teams, improving finance processes, supporting third-party risk assessments, and serving as a subject matter expert for system implementations and training.

Manages end-to-end client service requests, including assessment, routing, documentation review, policy summary preparation, letter release, stakeholder coordination, and timely activity closure. Ensures requests meet service standards, business rules, and quality requirements while supporting operational and project-based initiatives.

Identify and prioritize Finance automation opportunities; design, build, test, implement, and maintain solutions using Excel VBA, Alteryx, Power Automate, and RPA. Ensure Finance data quality, integrity, security, compliance, and process controls. Train and support users, collaborate with Finance, IT, and service providers on integrations, and lead stakeholder communications while guiding junior team members.

Designs and executes manual and automated tests for mainframe and front-end applications, including functional, regression, integration, end-to-end, and non-functional testing. Develops test strategies and cases, validates application logic and financial reports, manages defects, and supports shift-left testing within Agile teams. Collaborates cross-functionally to troubleshoot issues and improve quality engineering practices, automation, and CI/CD processes.

Manage information security vulnerability management services, including internal and external scanning, vulnerability classification, investigation, tracking, and reporting across infrastructure and application environments. Support enterprise security initiatives, risk reporting, threat research, and technical and management reporting. Identify opportunities to automate and improve vulnerability management processes while collaborating across security and technology teams.

Leads enterprise performance excellence and rewards initiatives, including performance framework design, goal setting, feedback, calibration, pay-for-performance alignment, governance, analytics, AI-enabled transformation, change management, and leader enablement. Partners across HR and business units in a complex matrixed organization, leads cross-functional initiatives, coaches one direct report, and supports broader Total Rewards priorities.

The Director, HR Business Partner advises senior leaders across digital, business, and technology functions on talent strategy, workforce planning, organizational design, leadership effectiveness, succession, compensation, engagement, and change management. The role develops technology workforce strategies, identifies capability gaps, supports transformation, uses workforce analytics, and collaborates with HR centers of expertise to deliver integrated solutions in a complex global matrix organization.

Remote sales role contacting existing Sun Life Group Retirement Savings plan members to provide advice, recommend savings/investment solutions, build relationships, and drive retention and sales through phone and video consultations.

Supports existing and new clients through phone and chat interactions, fulfills policy and account service requests, manages death claims, triages platform users, and identifies opportunities for sales and financial planning referrals. The role requires strong communication, customer service, problem-solving, adaptability, financial services knowledge, and availability for a variable weekday schedule. Experience with blended or outbound call centers is required; knowledge of Sun Life products and Salesforce is preferred.

Provides administrative and business support to the Retail Distribution leadership team. Coordinates leadership meetings, events, venues, invitations, presentations, expense reports, mileage logs, vendor payments, promotional requests, and sales communications. Partners with Marketing, Finance, IT, and Product teams while supporting process improvements and keeping leaders informed of upcoming events, webinars, conferences, and road shows.