Ville : Bedford

Catégorie : Full-time

Industrie : Finance

Employeur : Sun Life

Vous êtes unique, comme le sont votre parcours, votre expérience et votre façon de voir les choses. Ici, on vous encourage et on vous motive à donner le meilleur de vous-même, et on vous donne les moyens de le faire. Vous travaillerez avec des collègues dynamiques – experts dans leur domaine – qui sont impatients de partager leurs connaissances avec vous. Vous aurez des gestionnaires inspirants qui vous aideront à développer votre potentiel et à atteindre de nouveaux sommets. Chaque jour, vous aurez de nouvelles occasions de rendre la vie de nos Clients plus radieuse – ils sont au cœur de tout ce que nous faisons. Découvrez comment vous pouvez faire une différence dans la vie des gens, des familles, des collectivités – ici et partout dans le monde.

Description de poste:

Coaching for growth, Client centric, relationship focused, sales driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life District team and contribute to making a positive difference for Canadians and advisors.

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.

The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the District Leadership team, while generating business results and the overall Client experience within the District. You will report to the Regional Vice President and collaborate with the regional team.  Reporting to the District Manager is the Business Development Consultant (BDC) and the Business Development Partner(s) (BDPs).

What will you do?

• Develop and execute on your District recruiting and sales power growth plan in alignment with overall SLFD objectives and advisor succession needs.

• Source new and experienced candidates with established practices, for the Sun Life advisor role or to join an advisor team, through community contacts and other sources of referrals.

• Maintain regular contact with referral sources, including advisors, centres of influence and other community partners.

• Partner with the Recruiting Consultant (RC), BDC and BDP to participate at recruiting events within the district, such as career fairs.

• Lead, coach and develop the District team: recruit top talent to meet business growth objectives, maintain proper staffing levels by overseeing the hiring and training of BDCs and BDPs in partnership with HR, ongoing performance management, development opportunities and support.

• Work with the Regional Vice President (RVP) to develop and execute annual holistic business plans, focused on both Wealth and Insurance (sales growth, financial results, productivity, Client engagement, financial planning, governance metrics, etc.) and cascade targets plans to District.

• Monitor achievement of business targets and adjust activities as required.

• Identify areas of growth opportunities in the District. Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor productivity, proficiency, and efficiency.

• Lead adoption of new business process changes, supporting advisors and leaders through implementation.

• Support BDCs and BDPs in advisor coaching.

• Develop and plan annual training schedule for advisors.

• Guide and direct advisors, BDCs and BDPs to Head Office partners and resources who support their business practice, specialized training and processes (e.g. Centre of Excellence Teams).

• Ensure advisors in the District are appropriately trained, knowledgeable and following defined product, suitability and general administrative processes to ensure compliance with all regulatory and Sun Life obligations.

• Oversee the day-to-day operations, direction, and management of assigned Financial Centre(s) (FCs).

• Manage expenses and operational effectiveness consistent with business plans and drive for continuous improvement initiatives aimed at aligning FC performance to strategic and operational targets.

• Foster a positive culture and relationship with advisors through events, recognition and participation in meetings.

What do you need to succeed?

• Business acumen, deep product knowledge (insurance and wealth) and an understanding of the market, competition, and industry in general

• Strong sales and business development skills

• Ability to influence and interact with all levels of the organization

• Expert knowledge of all required regulatory, oversight and compliance requirements

• Problem solving, analytical and decision-making skills including the ability to build consensus

• Sound coaching and performance management skills

• Excellent communication skills (presentation, written and oral) including the ability to influence and negotiate

• Forward thinking, goal-oriented with focus on achieving targets

• Previous experience leading people through large-scale change within a matrix environment.

• Business planning and target setting

• Committed to ongoing personal and professional development

• Proven track record of success, leading, influencing and implementing business strategies requiring knowledge and understanding of the financial services industry

• Ability to manage a successful performance management process in a sales culture

Qualifications and education requirements:

• University degree with minimum of 5 years of progressively responsible experience, people leadership, or an equivalent combination of education and experience

• Must hold a valid life insurance agent's license in the provinces in the District’s location

• Must hold a valid mutual fund license

• Must have completed the Branch Manager's Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission

• Must be in good standing with applicable regulators

Assets:

• A profession financial services designation

• Additional industry training

• Previous experience in an advisor role

• Previous people leadership experience

What’s in it for you?

• Work within a high-performance culture and be recognized for your achievements

• Be part of a supportive, collaborative working environment

• Opportunity to launch a rewarding career with a talented and diverse workforce

• A company that promotes health, wellness, and work/life balance

• We encourage our employees to champion continuous improvement

• Joining a reputable organization with over 150 years of history

• Attractive compensation package

The pay for sales roles includes a competitive salary and bonus plan. This role has a salary outside of the range posted below.

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.

L’échelle du salaire de base est pour l’emplacement principal du poste affiché. Elle peut varier selon l’emplacement du candidat sélectionné et d’autres facteurs. En plus du salaire de base, les employés admissibles de la Sun Life participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l’employé et de la compagnie. Certains postes de vente participent à des programmes de rémunération incitative basés sur les résultats de vente individuels ou de groupe. 

Depuis toujours, la diversité et l’inclusion sont au cœur des valeurs de la Sun Life. Nous croyons qu’un effectif diversifié, aux points de vue variés et aux idées créatives, est avantageux pour nos Clients, pour les collectivités où nous exerçons nos activités et pour nous tous, en tant que collègues. Nous accueillons avec enthousiasme les candidatures de personnes compétentes provenant de tous les horizons.

Les personnes handicapées ayant besoin de mesures d’adaptation pour présenter leur candidature et celles qui doivent consulter les offres d’emploi dans un autre format peuvent envoyer leur demande par courriel à l’adresse thebrightside@sunlife.com.

Nous sommes fiers d’être une organisation hybride qui offre aux employés le choix et la flexibilité de travailler au bureau ou à distance, selon les besoins de l’entreprise, ceux des Clients et les vôtres! Nous offrons plusieurs options de travail selon les exigences du poste et les besoins individuels. N’hésitez pas à en discuter pendant le processus de sélection.

Nous pouvons utiliser l'intelligence artificielle pour soutenir la recherche des candidats, la présélection et la planification des entrevues.

Nous remercions toutes les personnes qui auront manifesté leur intérêt pour ce poste. Nous ne communiquerons qu’avec celles retenues pour une entrevue.

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