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Resource Team Leader

2 months ago

Lethbridge, Alberta, Canada Sun Life Full time

Job Title: Resource Team Leader

Job Summary:

The Resource Team Leader plays a critical role in driving the success of our Financial Centres. As a key member of our team, you will be responsible for leading and developing a high-performing team of Financial Centre Administrators. Your goal will be 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 required to meet the needs
  • Enable technology adoption, working 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 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 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

What We Offer:

  • Working within a high-performance culture
  • Supportive working environment, culture of collaboration
  • Talented and diverse workforce; opportunity to launch a rewarding career
  • A company that promotes health, wellness, and work-life balance
  • We encourage our employees to champion continuous improvement
  • Joining a reputable organization with over 150 years of history