City : Montreal

Category : Full-time

Industry : Finance

Employer : Sun Life Financial

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 purpose of the role is to support the regional sales team in achieving all individual insurance and retention targets by developing and managing various forums of sales promotion including sales campaigns. The incumbent will build and maintain relationships with internal and external partners who can aid in sales objectives.

The successful candidate will share in Sun Life’s values and believe in growth to achieve goals. They will manage escalations reported by the region, and escalate to RVP if necessary. They will help support market share growth by strategizing ways to increase advisor penetration and overall sales.

The Director of Sales will have leadership accountability for support functions including Insurance Sales Representatives, an Account Manager and Sales & Marketing Coordinator, and will be responsible for managing the existing relationship with some advisors and firms. They will spend an equal proportion of their time on team leadership & partner collaboration, sales activation and advisor & relationship management.

What will you do:

• Management of support functions including Business Development Managers, Inside Sales and Regional Coordinator
• Supporting RVP in firm relationship management at senior leadership level
• Manage front-line escalations
• Improving sales results through Inside Sales and business management campaigns
• Responsible for some advisor & firm relationships
• Work with Directors of Sales, nationally, to define, promote and share best practices
• Support the regional team in identifying sales opportunities through new or existing relationships
• Identify, monitor and mitigate potential risks to the company
• Effectively managing the team’s budget
• Assist the Regional Vice President in the development of a strategic plan for the region that will provide direction for the marketing and sale of Sun Life Financial products and services through advisory distribution channels

Shared Accountabilities:

• Complex tier 1 case consultation
• Budget planning & accountability
• Support Insurance Sales Representative onboarding
• Input into sales target discussions from a firm perspective Liaise with Insurance Sales Representatives to maintain relationships with advisors

What do you need to succeed:

Education, Licensing & Accreditation Requirements:

• University degree or post-secondary education
• Life and Health Insurance License
• Knowledge of insurance and health products and operations
• Chartered Financial Planner (CFP) or Certified Life Underwriter (CLU/AVA) – asset
• Leadership experience with proven results - asset

Leadership / Management Competencies:

• Highly organized and detail oriented
• Excellent written and verbal communication skills
• 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.
• Able to manage multiple priorities simultaneously under tight timelines
• Strong partnering skills and demonstrated ability to work with multiple stakeholders
• 5-7 years proven success in a sales role is an asset
• Superior relationship building skills
• Knowledge of the insurance industry and our competitors, including market segmentation and trends
• Proven networking skills with advisors and sales leaders
• Collaborate with colleagues, nationally, on key initiatives

What’s in it for you?

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.
• 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.

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.

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

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