Branch Manager

4 weeks ago

Calgary AB, Canada Sun Life Full time

The Director of Business Development will report directly to the AVP, Learning & Practice Management, and will work closely with the Director of Sun Life Consulting, Research & Development, as well as the Regional Leaders and Sales Directors on the Insurance (IID), Wealth (SLGI) and SLFD teams. This role will be responsible for delivering value-added, thought leadership programs for Advisors and their teams in the Western regional market. These programs will provide Advisors and their teams with the strategies, best practices, tools and resources they need to grow and manage their practice and turn prospects and clients into clients for life. The delivery methods will include (but are not limited to) large-scale in-person keynote presentations/workshops, smaller group presentations/workshops, virtual webinars, and one-on-one advisor consultations in partnership with the sales directors. In partnership with the Director, Research and Development, this role will also be accountable for idea generation, research and development of new content and thought leadership material for Advisors and their teams. The role will need to develop and foster close working relationships with the Western regional sales and national account teams and partners in both Insurance, SLGI and SLFD channels, and proactively work with the individual territories to plan and schedule presentations and consultations on our comprehensive program shelf.
Conduct 1:1 consultations with advisors on topics spanning from business management, client management, marketing, branding, succession, and technology
Content development (12%)

Continuously identify and bring forward opportunities to create additional value, generate new ideas and creative solutions that will help Advisors grow and manage their practice
Conduct advisor and competitive research into industry best practices and market opportunities and provide insight and recommendations to address them
Partner with key internal and external stakeholders to develop thought leadership content and programs (primarily presentations and supporting collateral)
Relationship management (8%)

Develop strong and trusted relationships with the Regional managers (Insurance/SLGI/SLFD), National/Key Accounts teams, Sales teams, and various partners
Project management, Administration, Reporting (5%)

Ability to communicate - deliver presentations, read and write in English (French and Mandarin are assets)
Ability to conduct consultations and deliver recommendations that solve problems for advisors and contribute to the development of their businesses
Knowledge of both insurance and wealth products is an asset
Self-starter, ability to work independently and proactively manage time in order to maximize productivity and in-field work
Relationship building with sales teams and advisors
Understand the important role that thought leadership content and relationship building plays in the sales process
Post-secondary education in business, marketing, or education is an asset
Coaching Certificate or training is an asset
Adult education / presentation / facilitation training is an asset
A valid driver's license is required
Flexible Benefits from the day you join to meet the needs of you and your family
We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada
Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community
Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions
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