Sun Life Financial Centre Leader

2 weeks ago

Lethbridge, Alberta, Canada Sun Life Full time

Job Summary:

The Resource Team Leader (RTL) at Sun Life provides leadership and development for a team of high-performing Financial Centre Administrators. The RTL's goal is to enable Advisors, Advisor staff, and managers to identify learning needs and deliver defined Sun Life requirements, tools, technology, and administrative process training in partnership with District Directors and aligned with Head Office Professional Development programs.

Key Responsibilities:

  • Run the operations of Financial Centre locations
  • Lead the Financial Centre resource administration team
  • Complete regular one-on-one reviews with team members to ensure their goals and objectives reflect the needs of the company, the Financial Centre, and the job requirements
  • Assess advisor learning needs and recommend training to meet the needs
  • Enable technology adoption in partnership with the Distribution Digital Office and Management team
  • Coordinate the Financial Centre training program based on the needs of the Financial Centre
  • Deliver initial and ongoing advisor training, prepare training schedules, and arrange for presenters
  • Provide training on various sales support systems, including technology, product, and procedures, through group training or one-on-one sessions
  • Provide just-in-time PC troubleshooting to resolve technology problems
  • Provide just-in-time information on insurance products and procedures
  • Deliver training on compliance and market conduct topics as required
  • Facilitate management of premises and equipment
  • Oversee administrative processes, operating within national policies to drive efficiency and effectiveness across locations

Requirements:

  • Strong client relationship skills and a client-centric mindset
  • Leadership experience is a must
  • Ability to multitask, prioritize, and work in a fast-paced, demanding, and constantly changing environment
  • Sound coaching, performance management, and influencing skills
  • Presentation and facilitation skills with the 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 Financial Centre Team
  • University degree with 3-6 years of experience or an equivalent combination of education and experience
  • Experience includes coaching, leading, and influencing teams, previous experience in the financial services and relationship management

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