Bilingual Manager, Sales Practice Effectiveness Specialist
1 month ago
We are seeking a highly skilled and experienced Bilingual Manager to join our team as a Sales Practice Effectiveness Manager. As a key member of our Sales and Distribution team, you will be responsible for providing risk and quality support across all lines of business, ensuring adherence to risk and sales practice related activities.
Key Responsibilities- Review and analyze sales, quality, and risk-related reporting to identify trends and issues at an advisor, team, and channel level.
- Work in partnership with leaders to assess and build their teams' capabilities on advice-based sales and risk management behaviors.
- Assist with building more rigor into leader routines around follow-up activities, including action plans.
- Meet with leaders to review findings, agree on required action plans to resolve/mitigate issues, and follow up to ensure required action plans are completed.
- Determine if process changes, additional controls, communication, and training are required based on trends identified.
- Engage and collaborate with head office partners to identify and implement new tools, processes, training requirements, and communications.
- Act as a subject matter expert on risk management, sales practices, and procedures.
- Provide support for regulatory supervision of newly licensed advisors.
- Minimum 5 to 7 years of Life and Home and Auto Insurance sales knowledge and experience.
- Proficiency in navigating RBCI Life and Home and Auto systems, including SFDC and Tableau reporting.
- Required provincial licensing to support supervision requirements.
- Coaching experience or management experience preferred.
- Analytical and problem-solving capabilities, including the ability to identify trends, detect issues, and initiate action plans.
- Ability to create reports with multi-layered data.
- Excellent communication and presentation skills.
- Strong impact and influence capabilities, sense of urgency, concern for order and quality.
- Ability to interact confidently with leaders, strong collaboration, results-driven, and passionate about enabling others.
- A Total Rewards program that includes flexible benefits, work-life balance, and career development programs and investment and retirement savings plans.
- Competitive pay and high-earning potential.
- All the tools, training, and team support you need to grow your career.
- Flexible work-life balance options.
- Sophisticated RBCI software tools to boost your productivity.
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