Resource Team Leader

3 months ago

Nanaimo, 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.

**18 month contract opportunity
- IN OFFICE role

The Resource Team Leader (RTL) provides the necessary leadership and development for a team of high performing Financial Centre Administrators. The RTL’s goal is to enable Advisors, Advisor staff and managers, in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and administrative process training, in partnership with their District Managers (DM) and aligned with Head Office Professional Development programs. This role is also accountable for the operational effectiveness of Financial Centre locations which can include, premises, technology, administrations, advisor office managements and client management processes.

**What will you do?**
- Responsible for running the operations of the FC locations
- Leads the FC resource administration team
- Completes regular one on one reviews with each team member ensuring their goals and objectives reflect the needs of the company, the FC as well as the requirements of the job
- Assess advisor learning needs and recommend training required to meet the needs
- Enable technology adoption, working in partnership with the Distribution Digital Office and Management team
- Coordinates the FC training program based on the needs of the FC
- Delivers initial and on-going advisor training, prepares training schedules, arranges for presenters
- Provides training on various sales support systems - topics of technology, product and procedures, through group training or one-on-one sessions.
- Provides just-in-time PC trouble shooting to resolve technology problems
- Provides just-in-time information on insurance products/procedures
- Delivers training on compliance and market conduct topics as required
- Facilities management (premises & equipment)
- Oversee administrative process, operating within national policies driving efficiency and effectiveness across locations

**What do you need to succeed?**
- Strong client relationship skills and a client centric mindset
- Ability to multitask, prioritize and work in a fast paced, demanding and constantly changing environment
- Sound coaching, performance managers and influencing skills
- Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn
- Strong influence and communication skills (written and oral)
- Ability to work in a matrix environment
- Committed to ongoing personal and professional development
- Excellent PC Skills (Windows Operating system, Microsoft Office, Salesforce)
- Ability to work independently and with all members of the FC Team***
- University degree with 3-6 years of experience or an equivalent combination of education and experience - Degree or college diploma preferred
- Experience includes coaching, leading and influencing teams, previous experience in the financial services and relationship management

**Unique requirements**:
The location of other Sun Life offices determines the extent of the Resource Team Lead's travel. Travel is expected to other offices, regional/ national training sessions or meetings as required.

**Reasons why should you join us under the sun**:

- The opportunity to move along a variety of career paths with amazing networking potential.
- An environment of continuous learning, development, and improvement
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- A caring, supportive, and inclusive culture
- A collaborative and interactive team environment

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 are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
58,000/58 000 - 97,000/97 000

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
21/10/2024

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