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Sun Life Financial, Inc.

Spécialiste principal bilingue des soumissions / Senior Bilingual Marketing Proposal Writer

Reposted Yesterday
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In-Office or Remote
2 Locations
Senior level
In-Office or Remote
2 Locations
Senior level
The Senior Bilingual Marketing Proposal Writer develops and delivers complex Group Benefits proposals while managing projects, collaborating with internal partners, and mentoring team members.
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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:

The Proposal Team is the door to Sun Life Group Benefits incoming business and is viewed as a key contributor to the sales cycle. As an innovative leader in the industry, our role is to deliver compelling proposals which position Sun Life as the Obvious Choice.


The Senior Bilingual Marketing Proposal Writer will be responsible for the preparation and delivery of complex Group Benefits proposals for our Corporate and National Business Development teams. This bilingual role reports to the Proposal Manager.


As a key contributor to Sun Life Group Benefits sales cycle, your main responsibilities will be to:

  • Develop and prepare proposals that respond to requests for proposals (RFPs) and meet established service standards.

  • Ensure proper tracking and workflow management for each project to ensure they are completed successfully and on time.

  • Write, edit, format and proofread proposals, ensure proposals are compliant with instructions and requirements.

  • Manage production and distribution of all required documents.

  • Work with internal partners (Account Executives, Business Development Directors, Underwriters, Subject Matter Experts) to determine strategy and respond to questionnaire.

  • Develop good working relationship with proposal team members in both Toronto and Montreal.

  • Provide support and guidance to less-experienced team members, as required.


The successful candidate will demonstrate the following qualifications and skills:

  • Exceptional time management skills.

  • Strong abilities to plan and structure day to optimize productivity and exceed service standards.

  • Exceptional organizational skills.

  • Strong capacity to prioritize work according to deadlines and work effort to ensure you and partners have enough time to work on the respective pieces.

  • Strong project management skills.

    • Ability to manage multiple projects simultaneously.

    • Ability to manage strategy meetings and all subsequent tasks to deliver on complex proposals.

    • Strong capacity to anticipate likely obstacles to achieving objectives and identify pragmatic ways to avoid or overcome them.

    • Ability to work within tight deadlines and under pressure.


  • Ability to work independently and as part of a team.

  • Self-starter and result-oriented.

  • Ability to navigate complex organization and engage appropriate business areas as needed.

  • Superior effective writing skills to clearly articulate our Group Benefits value proposition and engage the reader.

  • Superior oral and written communication skills, ability to communicate clearly and concisely in attractive ‘plain language’ to ensure understanding and appeal.

  • Strong capacity for considering the intended audiences and anticipating expected responses to communicate messages and adapt our standard responses.

  • Ability to communicate with partners with the most efficient medium (phone, video conference, email, Workchat, etc.).

  • Business savvy to ensure appropriate and accurate responses to RFP questions and requirements.

  • Build strong relationships with business partners (ie, AEs) build the trust by following through on what you say you’ll do.

  • Strong problem-solving skills. Well-developed problem-solving and conceptual thinking skills.

  • Knowledge of proposal tools, such as Loopio, Salesforce, SharePoint, Outlook.

  • Strong knowledge of Microsoft Word, Excel and using MS Word templates, style sheets and formatting. Ability to troubleshoot and fix formatting or style sheet errors.

  • Leadership skills

    • Ability to mentor and provide guidance to less-experienced proposal specialists.

    • Ability to lead major projects that require influencing leaders and other Business Units/partners.

    • Serve as back-up to Proposal Manager when required.


Education, certification & other requirements

  • Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

  • Bachelor’s degree or related work experience required.

  • GBA or CEBS (Certified Employee Benefit Specialist) designations, an asset.

  • Previous marketing or writing experience an asset.

  • Proficient level of knowledge of Group Benefits products and distribution mechanisms, clients and market segments, organization structure and sales process specific to Group Benefits.


Important

Sun Life requires the successful completion of a linguistic test (French and English) as part of the recruitment process.

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 [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

Salary Range:

58,000/58 000 - 93,000/93 000

Job Category:

Sales - Client Relationship Management

Posting End Date:

17/04/2026

Top Skills

Loopio
Excel
Microsoft Word
Outlook
Salesforce
Sharepoint

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