We are looking for a Director to join our team for Tax and Insurance Planning.
What will you do?
- Consults with advisors and distribution partners on complex tax and insurance planning cases
- Support affluent market sales and support the creation of marketing materials required for advisors to learn and apply these concepts
- Writes tax and planning articles for industry publications and Sun Life websites directed to advisors and distribution partners
- Support the implementation of advisor tools that support the sales of individual life, health and wealth products to affluent clients that meet tax, legal and compliance standards
- Analyzes sales concepts, tools and products along with those of the competition to determine strengths and weaknesses as well as potential advantages, while identifying needs for future enhancement and/or development
- Participates in industry meetings
- Influences the design of new products for individual insurance (life and health) and wealth with respect to their tax effectiveness
- Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, administration, advisors and marketing materials.
- Develops and delivers sales and technical training presentations to advisors and distribution partners
- Provide consulting support to tax administration on specific cases and system modifications to meet compliance requirements.
What do you need to succeed?
- Law degree or accounting designation
- Tax and estate planning experience
- In-depth knowledge of insurance taxation including the impact on products (life, health, annuities, segregated funds, mutual funds), policyholders and Sun Life corporate
- Strong presentation skills
- Strong communication skills (verbal and written)
- Ability to interact and communicate effectively with senior leaders, industry peers, and Finance officials
- Ability to influence business partners and industry peers to ensure that Sun Life’s positions are supported
- Attention to accuracy and detail
- Flexible to changing priorities and timelines
- Energetic and results-oriented
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