Sun Life
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:
Role Summary
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.
Objective of this role
The primary purpose of the District Manager is to contribute to the growth and productivity of the district. This is done by recruiting top talent, coaching and developing advisors and the district team while improving business results and the overall Client experience within the District. You will report to the Regional Vice President and collaborate with the district and regional team. Reporting to the District Manager is the Business Development Partner.
What will you do?
- Source 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) and Business Development Partner (BDP) to participate at recruiting events locally and 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 Business Development Partners (BDPs) in partnership with HR, ongoing performance management 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 plan completion, governance metrics, etc.) and cascade targets plans to District Level.
- Monitor achievement of business targets and adjust activities as required.
- 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 Business Development Partner and Business Development Consultant in advisor coaching as required on complex business needs.
- Develop and plan annual training schedule for advisors, conducting regular training.
- Guide and direct advisors to the partners and resources at head office that support their business practice, specialized training and processes (examples are: Professional Development, Centre of Excellence Teams etc.).
- 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) (FC).
- 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.
Required Skills: What do you need to succeed?
- Business acumen, deep product knowledge (insurance and wealth products) 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 (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 skills.
- 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.
Qualification 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 which Financial Centres are located.
- 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?
- Working within a high performance culture.
- Supportive working environment, culture of collaboration.
- Talented and diverse workforce; opportunity to launch a rewarding career.
- 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.
Salary Range:
105,000/105 000 – 180,000/180 000
Job Category:
Sales – SIP
Posting End Date:
10/12/2024
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