High Net Worth Underwriting Specialist
4 weeks ago
Job Title: High Net Worth Underwriting Specialist
Job Summary:
We are seeking a highly skilled High Net Worth Underwriting Specialist to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients.
Key Responsibilities:
- Perform underwriting risk assessments within delegated authority limits for accurate, fair, and prompt decision-making.
- Collaborate closely with the SLF HNW HuBS to achieve SLF Global HNW goals.
- Manage the delivery of underwriting services in accordance with the Company's underwriting philosophy.
- Participate in projects related to underwriting and collaborate with various business partners and distributors.
Requirements:
- University degree or above.
- Completion of the FLMI and FALU designations or willingness to complete over the next 5 years.
- Over 10 years of experience in life underwriting with at least 2 years of experience in the HNW space.
- Strong life product and operational business knowledge.
- Excellent interpersonal and organizational skills.
- Strong ability to assess priorities and negotiate with clients accordingly.
We offer a competitive salary, MPF, group life and group medical insurance, and excellent career development opportunities to the right candidate.
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