Sales Manager, Prospr By Sun Life

7 months ago

Montréal, Canada Sun Life Full time

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.

Sun Life is looking for a client-focused leader to manage a team of Advisors and Financial Planners whose primary responsibility is to provide holistic advice to Sun Life individual clients. As a key contributor to the ongoing success of Prospr, you will be responsible for coaching, managing, and leading an engaged and high performing team.

**What’s in it for you?**

**The reasons to join our team are as diverse as the people who work here. Here are some examples of what’s in it for you**:

- Work under a hybrid model where you get to balance home and life by collaborating with your team and leaders in our Sun Life offices located in downtown Montreal a few times per week.
- Competitive Salary and annual incentive plan
- A Comprehensive benefits package which includes:

- Medical, dental, life, and disability insurance
- Employee matched pension plan
- Stock purchase plan
- 4 weeks paid vacation
- Licensing fees covered
- The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
- The ability to be part of a new and evolving Prospr Team - you will be contributing to shaping the future of the business
- The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard

**What will you do?**
- Manage a team of licensed Advisors and Financial Planners. Activities including:

- Closely monitoring team’s activities, maintaining a strong pulse on key performance metrics
- providing day to day direction to the team
- work force planning and scheduling
- 1:1 coaching and performance management
- Proactively identify knowledge requirements and process improvements for the team.
- Identify strengths/gaps to develop team capability and skills
- Work with the best practices function, represent and advocate for the team’s change requirements to ensure training and process improvements are timely and relevant
- Work closely with leadership team to design, execute and measure client contact campaigns, supporting Assisted Advice strategies
- Relentless focus on data and insights for the team - collaborate with Analytics team, drive to close data gaps, analyze results, provide feedback, and recommend improvements to leadership.
- Assist in the creation of a client and sales-centric atmosphere including a focus on client retention and loyalty
- Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the teams are functioning optimally
- Ensure that Advisors and Financial Planners maintain their understanding of wealth, life, health benefits products, and trends with the marketplace
- Build and maintain relationships with Individual distribution team, Dealer leaders and compliance staff

**What do you need to succeed?**

**Licensing requirements**:

- Successful completion of the Canadian Securities Course (CSC) or IFIC
- Life, Accident and Sickness licensed

**You also need**:

- Strong knowledge and understanding of Mutual Fund Industry
- Excellent interpersonal skills and proven ability to collaborate across all levels
- Strong analytical, organizational, and presentation skills
- Excellent communication skills, both written and verbal
- Flexibility and the ability to adapt to a frequently changing regulatory environment
- Passion for relationship building: managing relationships with key external and internal business partners
- Strong sales and service orientation
- Post-secondary education or relevant job experience
- Good working knowledge of industry distribution systems
- Knowledge and experience of industry compliance standards and practices
- Awareness of other laws and regulations, such as the criminal code and other aspects of civil and common law
- 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.

**Additional Requirements and assets**
- MFDA Branch Manager status, includes successful completion of the Branch Manager’s Course, and minimum of 2 years relevant experience
- Travel may be required
- Background check will be completed for all applicants

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options a

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