Leads Enablement Consultant

2 weeks 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.

**Role Summary**:
Our vision is to be the trusted partner for Canadians, helping them achieve lifetime financial security and live healthier lives. To deliver on our promise, our team’s focus is to help advisors grow their practice through a programmatic leads enablement program, supporting them with content, tools, and knowledge to nurture relationships with prospective clients. The competitive environment and availability of choice to Canadians requires us to be purposeful in how we design and deliver value through our advisory channel. As the Leads Enablement Consultant, you will lead the development of best-in-class programs that deliver on our business objectives.

**Main Accountabilities**:

- Work closely with the Director to guide and participate in the evolutions of existing client acquisition programs such as Leads and Workplace Solutions program

Head Office Leads Program:

- Strategically optimizing and growing the Leads program in partnership with the Client Experience Office (CXO).
- Establish strong relationships with Client Experience Office (CXO) partners to create alignment and visibility to SLFD priorities and to drive business growth objectives.
- Partner with CXO leaders to develop and execute various business development initiatives related to the Leads program all with the intention of maximizing lead quality, assignment and overall program objectives.
- In collaboration with the CXO, develop a systematic approach to lead generation across SLFD to drive sales, new growth opportunities and a programmatic approach to defining, segmenting and distributing sales qualified leads (SQL) to Advisors across SLFD.
- Identify and prioritize new opportunities for business growth programs across SLFD and key partners.
- Work closely with business, functional leaders, and advisors to guide the future vision and roadmap of the Leads Program while developing and presenting recommendations to senior leadership.
- Maximize the leads program to drive growth in advisor’s businesses and the SLFD channel

SLFD Leads Enablement
- Develop and deliver best-in-class thought leadership to SLFD advisors on how to prospect and nurture leads.
- Liaise with SLFD field leaders to identify actionable opportunities for advisors and drive positive outcomes.
- Develop and provide targeted engagements in the field including field leader sessions, advisor workshops and one-on-one advisor consulting
- Align the program with our Interaction model fulfilling Sun Life’s brand promise of providing lifetime financial security and healthier lives to Canadians.
- Partner with analytics to facilitate data gathering and insights to drive program adoption and outcomes (participating advisors, prospect data, tools/asset usage etc.).
- Own and maintain assets and Advisorhub (internal advisor portal) presence.
- Manage escalations and inquiries to bring transparency and reinforce best practices.
- Identify and lead development of advisor support resources to enable advisors to execute the campaigns, implement an effective selling system, build their capability, knowledge and skills, and deliver holistic solutions to clients.
- Lead ideation, design and implementation of advisor incentive programs to drive adoption of lead engagement initiatives.

Project Management:

- Lead stakeholders and project working group members to build capabilities and solutions for advisors to adopt into their practice, delivering on time and on budget.
- Lead B2B2C marketing program development, execution and delivery, to equip advisors with the tools and content to target and attract new clients with measurable outcomes.
- Consult on program strategy and delivery of compelling, creative programs, based on research, focus groups, creative ideation sessions, feedback, advisor business expertise and understanding of client behaviour.
- Review and sign-off on enablement tactics for alignment with strategy, business objectives and needs.
- Stay up to date with marketing trends and creative innovation to identify new ideas.
- In partnership with the CXO develop the National Webinar Series prospect journey that nurtures prospects from initial touchpoint to lead
- Build scale through collaboration with CXO partners by integrating technology and automation to the prospect journey

**Competencies**
- Ability to address issues strategically and execute operationally
- Proven abilit

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