Learning & Development 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.

Location: We support US flexible working arrangements in the contiguous 48 states.

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

Reporting to the Associate Director, Distribution Learning & Development, the Distribution Learning & Development Consultant partners with the Distribution L&D Team and the Distribution Support Team to assist with Sun Life’s Group Benefits strategy for small, mid-market, and national accounts. This role has a strong emphasis on our new hire onboarding program(s), the maintenance of quality learning materials, and administrative functions as it relates to distribution for internal and external Clients.

How you will contribute:

• Work with Distribution L&D and internal subject matter experts to understand our new hire training programs
• Collaborate with Distribution L&D and internal subject matter experts to design and/or maintain learning material(s) with respect to our solutions, processes, tools, and systems within our learning platforms and confluence pages
• Work with Distribution L&D to pull reports from various systems to track learner and manager engagement, satisfaction, and feedback
• Run and analyze reports for specific learning initiatives to communicate objectives and key results in a succinct and professional manner to stakeholders
• Proactively conduct root cause analysis with other learning and development professionals, and propose recommendations to enhance learning initiatives and/or materials
• Collaborate with Distribution L&D and internal subject matter experts to document and communicate departmental best practices and role based best practices
• Serve as backup/surge resource for the Distribution Support Team, to include, but not limited to:
  • Provide a positive first impression to new hires. Order all required equipment, secure system access, business tools, business applications for new hires while staying in constant communication with each hiring manager and their new hires (EBR, NAEBR, SHPL, GMMs, AGMMs, CREs, CAs, CLMs, CRLs, CRE & CA Managers)
  • Email & System Management
    • Manage the Client Advocate and Renewal email boxes
    • Assist the Distribution Data Management Team with system testing and/or updates
    • Salesforce: assist with setting up proactive tasks and service request maintenance as needed
    • Assist with Client mailings as needed
  • Purchasing
    • Set up new vendors in Sun Life systems. Manage payment of contracts, service invoices, and purchase orders.
  • Internal Relationships
    • Process Service and Performance Guarantee checks
    • Performance and Service Guarantees Reporting
    • Monitor and manage Statutory Disability requests
    • Communications and Compliance mailings
    • Manage the ordering and distribution of Schedule A/5500 and Experience Report requests from Field Offices and Clients – (minimal volume)
    • Meeting coordination:  Work with internal and external partners to book meetings. Assist with Distribution conferences
    • Scheduling, attendee reporting, recording, notes/follow up for Webinars
    • Perform other Distribution project coordination accountabilities as required

What you will bring with you:

• Strong communication skills (written and verbal)
• Experience with Learning Management Systems (LMS)
• Promote an environment of empowerment, contributes to positive morale and a sense of team spirit with a Client orientation in mind
• Ability to influence others without authority – strength of building rapport and relationships with a variety of people, to exchange ideas and knowledge and use of facts and influence to gain the support and commitment of others
• Work effectively with others who have different perspectives, backgrounds, and/or styles
• Ability to providing constructive feedback to learners and colleagues
• Take initiative to improve team’s effectiveness and/or business processes
• Self-starter: ability to partner and work with subject matter experts and business area stakeholders to derive key learning goals and instructional needs independently and interdependently within a team environment and in a virtual environment
• High attention to detail, accuracy, and thoroughness
• Ability to perform with professionalism and discretion
• Excellent time management and organizational skills
• Flexibility – Switches focus as necessary to adapt to change
• Willingness to learn new systems and skills required for the role
• Supporter of diversity, equity and inclusion
• Proficiency in MS Office Suite/Teams
• Keen interest in technology
• Strong analytical and presentation skills
• Understanding of how adults learn best
• Understanding of what creates a positive User Experience
• Ability to translate business goals into desired on-the-job performance
• Ability to determine whether training is part of a viable solution to correct performance gaps
• High School diploma or equivalent
• 2-3 years’ experience in the Employee Benefits Industry
• 1-2 years’ experience in adult Learning & Development

Do you see yourself in this role even if you haven’t checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• A flexible work environment with a friendly, caring, collaborative and inclusive culture
• Great Place to Work® Certified in Canada and the U.S.
• Named as a “Top 10” employer by the Boston Globe’s “Top Places to Work” two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are a California resident, the salary range for this position is: 

• Southern region: $59,800 – $89,700 annually
• Central region: $63,000 – $94,500 annually
• Northern region: $67,400 – $101,100 annually

If you are a Colorado resident, the salary range for this position is $57,000 – $85,500 annually

If you are a New York resident, the salary range for this position is $67,400 – $101,100 annually.

If you are Washington resident, the salary range for this position is $63,000 – $94,500 annually.

We consider various factors in determining actual pay including your skills, qualifications, and experience.  In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

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.

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email recruitingUS@sunlife.com to request an accommodation.

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.

Training & Development

29/04/2024

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About Organization

Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.

We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide.