Area Manager, Market Management

3 weeks ago

Brampton, Canada Sun Life Full time
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. 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. 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. Reporting to the District Manager is the Business Development Partner.

  • 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.) li>
  • Monitor achievement of business targets and adjust activities as required.
  • 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: li>
  • 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.
    • 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.
    • Expert knowledge of all required regulatory, oversight and compliance requirements.
    • Sound coaching and performance management skills.
    • Business planning skills.
    • Proven track record of success, leading, influencing and implementing business strategies requiring knowledge and understanding of the financial services industry.
    • 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.

    Assets:

    • A profession financial services designation.
    • Additional industry training.
      • Working within a high performance culture.

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