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Inforce Illustration Consultant

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.

Job Description:

Illustrations are used by advisors and are instrumental in the servicing of Sun Life products. The Illustration Consultant reports to the Manager, Illustrations and Calculations and is a member of the In Force Illustrations and Calculations team within Individual Service Operations.

As an Illustration Consultant, you’ll be responsible for providing top quality illustrations, calculations, and expertise for Traditional and Universal Life products to advisors, customers and internal business partners. You’ll be a key resource, a team trainer and as required, an operational quality assessor.

What will you do?

  • Produce manual in force illustrations for all Traditional and Universal Life products
  • Manually calculate premiums, dividends, loans and cash values for Traditional and Universal Life products
  • Understand and provide comprehensive explanations of the illustrations
  • Understand and apply various formulae and calculations correctly
  • Understand and apply various internal and external Life Insurance rules and regulations correctly
  • Subject Matter Expert for procedure improvements, product and system enhancements
  • Build and maintain strong relationships with advisors and internal business partners

What do you need to succeed?

  • Comprehensive experience in life insurance with knowledge of Traditional and Universal Life Insurance products
  • Ability to learn and understand different computer systems and programs quickly
  • High level attention to detail to reduce risk of error with complex data
  • Strong logic, problem solving and mathematical skills
  • Highly effective communications skills, both written and verbal
  • Ability to be self-motivated, self-directed and work independently in a fast paced, changing environment
  • Solid understanding of Excel and an ability to use and manipulate Excel formulas to adjust calculations.
  • 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 partners across Canada or worldwide.

Preferred Skills:

  • Illustration experience is an asset
  • Process improvement experience
  • Proficiency on the following mainframe systems: CSW (Customer Service Workbench), Ingenium Life, MLIF, TSO

What's in it for you?

  • Hybrid work environment
  • A friendly, collaborative, and inclusive culture
  • 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
  • 15 vacation days per year
  • 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 and 2024 Best Workplaces in Canada by Great Place to Work® Canada
  • We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
  • We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.

#LI-Hybrid

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 thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

54,000/54 000 - 91,000/91 000

Job Category:

Customer Service / Operations

Posting End Date:

25/04/2025

Average salary estimate

$72500 / YEARLY (est.)
min
max
$54000K
$91000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Inforce Illustration Consultant, SunLife

As an Inforce Illustration Consultant at Sun Life in Waterloo, Ontario, you're embarking on an exciting career where your unique background and insights will be valued. This role is all about engaging with dynamic colleagues, where you'll receive support from leaders dedicated to helping you reach your full potential. In this position, you’ll be faced with new opportunities every day that allow you to make a real impact on the lives of individuals, families, and communities. Your primary responsibility will involve providing clear and accurate in-force illustrations for Traditional and Universal Life products. You will manually calculate premiums, dividends, loans, and cash values while ensuring compliance with various life insurance rules. Collaboration is key, and you’ll build strong relationships with advisors and internal partners, sharing your expertise and knowledge along the way. With your attention to detail, problem-solving skills, and ability to navigate complex data, you’ll play a crucial role in the operational quality assessments and continuous improvement initiatives. Notably, this role offers you the chance to work in a hybrid environment, enjoying the flexibility of both in-office and remote work while receiving comprehensive benefits, generous vacation time, and countless opportunities for career advancement. Join us in making life brighter at Sun Life!

Frequently Asked Questions (FAQs) for Inforce Illustration Consultant Role at SunLife
What are the primary responsibilities of an Inforce Illustration Consultant at Sun Life?

The Inforce Illustration Consultant at Sun Life plays a crucial role in producing accurate in-force illustrations for Traditional and Universal Life products. This involves manual calculations of premiums, dividends, loans, and cash values while providing comprehensive explanations of the illustrations to advisors and clients. The consultant also works closely with the Illustrations and Calculations team to maintain operational quality, improve processes, and support internal business partners.

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What qualifications do I need to become an Inforce Illustration Consultant at Sun Life?

To excel as an Inforce Illustration Consultant at Sun Life, candidates should have comprehensive experience in life insurance and a solid understanding of Traditional and Universal Life Insurance products. Strong attention to detail, effective communication skills, and proficiency in Excel are essential. Additionally, candidates should possess problem-solving abilities and a drive to work independently in a fast-paced environment.

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How does the Inforce Illustration Consultant position at Sun Life contribute to client service?

The Inforce Illustration Consultant position at Sun Life directly contributes to client service by ensuring that advisors have accurate and reliable illustrations to present to clients. This ensures that clients receive the best possible information about their life insurance products, ultimately aiding them in making informed financial decisions. By being a subject matter expert and providing training, the consultant enhances the overall customer experience.

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Can you describe the work environment for an Inforce Illustration Consultant at Sun Life?

An Inforce Illustration Consultant at Sun Life enjoys a hybrid work environment that offers flexibility between remote and in-office work. The culture is friendly, collaborative, and inclusive, making it an ideal space for professional growth. With ample opportunities for networking and accessing the Global Learning Centre, employees are supported in their career journeys while maintaining a healthy work-life balance.

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What opportunities for growth does Sun Life offer to Inforce Illustration Consultants?

At Sun Life, Inforce Illustration Consultants have access to various career development opportunities, including movements along diverse career paths and extensive networking potential. Continuous learning is encouraged through resources like the Global Learning Centre, wellness programs, and supportive leadership striving to help employees reach their full potential.

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Common Interview Questions for Inforce Illustration Consultant
What interests you about the Inforce Illustration Consultant role at Sun Life?

When answering this question, focus on your passion for life insurance and how the role allows you to utilize your analytical skills. Mention the company’s commitment to professional development and the impactful work they do, and express excitement about contributing to clients' financial well-being.

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How do you ensure accuracy when producing illustrations?

Discuss your attention to detail and methods for double-checking your work. You might describe your experience with complex data and any tools or software you use to minimize errors during calculations.

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Can you explain your experience with Traditional and Universal Life products?

Be prepared to share specific experiences that demonstrate your understanding of these products. Highlight any relevant roles you held, the calculations you performed, and scenarios where you communicated complex information to clients or colleagues.

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Describe a time when you had to solve a complex problem at work.

Use the STAR method—Situation, Task, Action, Result—to outline a specific challenge you faced and how your analysis led to a solution. Emphasize your logical and problem-solving skills that are highly valued in the Inforce Illustration Consultant role.

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What software systems are you familiar with, and how do they relate to this role?

Highlight any experience with relevant software like Excel, Customer Service Workbench, or Ingenium Life. Explain how your familiarity with these systems will aid in producing accurate illustrations and performing necessary calculations for Traditional and Universal Life Insurance products.

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How do you handle feedback and maintain quality in your work?

Discuss your openness to feedback and how you implement it into your work processes. You may also want to talk about any systems you have in place to ensure you consistently meet quality standards.

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What role does communication play in the Inforce Illustration Consultant position?

Emphasize the importance of clear communication in conveying complex illustrations and calculations to advisors and internal business partners. Talk about experiences where your communication skills facilitated successful collaborations.

Join Rise to see the full answer
How do you prioritize tasks in a fast-paced environment?

Explain your time-management strategies and how you stay organized. You might mention prioritization techniques such as the Eisenhower Matrix or digital tools that help you maintain focus amidst competing deadlines.

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Tell us about a time you were a subject matter expert and the impact you made.

Provide a detailed story about when you were designated a subject matter expert. Discuss what responsibilities came with that title, how you shared your knowledge, and the positive outcomes for the team or organization.

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Why do you believe diversity and inclusion are important in the workplace?

Share your perspectives on the benefits of diversity and inclusion, particularly how they enhance problem-solving and creativity. Relate this back to Sun Life's values and how you would contribute to a diverse team.

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Full-time, hybrid
DATE POSTED
April 15, 2025

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