Regional Coordinator

3 days ago


Waterloo, 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.

The Regional Coordinator is an integral member of our Sales Team. In this role, you will be required to provide primary support to the Regional Vice-President in the overall management and efficiencies of the Region. As well as offer support to all members of the team in the form of planning and executing various sales support and Regional Sales Team Meetings.

The role involves administrative functions (listed below) with the balance dedicated to problem solving and business analysis supporting the RVP.

**What will you do?**:

- Co-ordinate all Regional Sales Team Meetings (approximately 24 a year) including researching and developing the agenda, any bookings, development, and creation of PowerPoint presentations and managing event budgets.
- Provide primary administrative support to Regional VP, including calendar and events management.
- Liaise with different stakeholders, including Compliance, Cash Management, IT, Marketing, Product and HR to ensure that all operational processes and control standards are implemented.
- Onboarding and off boarding procedures to create a smooth transition for all new and departing employees.
- Create, develop, and analyze Regional reports on sales activities, opportunities, tracking gaps and success measurements within the Region, through the use of Salesforce.
- Strategic business development and planning contributor to weekly, monthly, quarterly executive meetings.
- Responsible for oversight and required changes on a monthly basis in regard to the alignment of sales targets and results which have a direct correlation to the Sales Incentive Plan Results.
- Organize, plan, and execute business and social events, including offsite locations.
- Liaise with sales management, distribution partners, and Sales Support Team as required by Regional VP.
- Manage conflicting demands and demonstrate a high regard for confidentiality, demonstrate and have a high
- level of judgment around matters affecting the executive sales leaders and other senior executives.
- Manage corporate visa for RVP, ensuring that policies and budgets are managed, monitored, and successfully planned in the current year and future planning years.
- Conducts monthly audits on expense spending and activity by the Sales Team.
- Track regional budgets; reporting expenses and payments; establish and forecast meeting budgets; reconcile conference bills/ invoices and authorize for payment; prepare meeting cost summary and identify cost savings.

**What do you need to succeed?**:

- Intermediate to advanced skills in Excel, Windows, Power Point is required.
- You love to analyze and create solutions leveraging Excel.
- Independent critical thinker and self-starter with an entrepreneurial attitude to figure things out on your own. Highly proactive, very organized and keen eye to attention for detail.
- Excellent communications skills, both verbal and written in English.
- Strong collaboration skills, willingness to learn, and strong problem resolution skills.
- You enjoy working in a dynamic and ever busy environment, able to manage multiple priorities simultaneously and under tight deadlines.
- Ability to work independently with mínimal supervision.
- College or University degree.
- 3-4 years of experience in a high energy work environment, in the life or wealth sales industry, is preferred.
- Ability to understand the business and make decisions.
- Understanding of Insurance Industry, financials and how to run a business.
- Excellent Time Management and Organizational skills.

**What would be nice to have?**:

- Sales and or Illustration experience
- Presentation skills

**What's in it for you?**:

- Flexible Benefits from the day you join to meet the needs of you and your family.
- Working alongside a leader that cares about your career development.
- Working in a dynamic Sales Team.
- 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.
- Culture of Rewards and Recognition and for your everyday efforts and contributions.
- Work-life balance by scheduling your day around work and life priorities.

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 depe



  • Kitchener-Waterloo, Canada Environmental Defence Canada Inc. Full time

    **About the Role** Environmental Defence Canada (EDC) is a leading Canadian environmental advocacy organization that works with government, industry and individuals to defend clean water, a safe climate and healthy communities. EDC is looking for a Regional Coordinator that would support our efforts to engage communities in **Waterloo Region**. This is a...


  • Waterloo, Canada MNP LLP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Learning & Development team as a Coordinator, Regional Learning & Development. This diverse team of professionals challenges the status quo by...


  • Waterloo, Canada Samuel, Son & Co., Limited Full time

    **Your Impact** As Regional Sales Manager you will promote and sell Samuel Automation Solutions Group solutions, products, and services to manufacturing companies within specified geographical regions, market segments and/or targeted accounts, as assigned. **What You’ll Be Doing** - Surpass annual sales targets and approved margin levels through...


  • Waterloo, Canada Strong Start Full time

    **Regional Program Co-ordinator,**_Letters Sounds and Words_** Program, Ontario North** If you are an energetic, well-organized self-starter with a passion for early literacy and enjoy meeting new people, this opportunity could be for you. _Strong Start to reading_ is a registered charity that provides a unique, volunteer-delivered, community-based reading...


  • Waterloo, Canada Region of Waterloo Full time

    Supports facilities operations supervisors and staff to monitor and coordinate maintenance work for region-owned buildings/properties (including housing units) to ensure work meets quality standards and service timelines. Assists to administer contracts for contracted services. **Knowledge, Skills & Abilities Required**: - Knowledge of current building...


  • Waterloo, Canada CarePartners Full time

    Overview We are seeking a dedicated and experienced professional to join our Community Health Organization in an At-Home Care environment, supporting regional operations across multiple service areas. This role plays a key part in promoting the health, safety, and well-being of our workforce while enabling the delivery of high-quality care to clients in...


  • Waterloo, Canada John Howard Society Ontario Full time

    **Youth Services Coordinator**: Location: | Posted on: September 6, 2024 **Location**:John Howard Society of Waterloo-Wellington** **Job Type**: Temporary Full Time - 21 Hours/Week **Application Deadline**:September 19, 2024 at 4:00 pm EDT Applications are currently being accepted for a temporary part-time position at 21 hours/week as a _Youth Services...

  • Project Coordinator

    1 week ago


    Waterloo, Canada Region of Waterloo Full time

    Project Coordinator (Waste Management) **Job Number**:3309 **Job Type**: Temporary Full-Time **Temp Contract Length**: 18 months **Location**: 925 Erb St W - Administration Building **Job Category**: Environmental **Number of Positions**:2 **Department**: Projects and Programs **Division**: Engineering and Environmental Services **Hours of Work**:...


  • Waterloo, Ontario, Canada CarePartners Full time

    Who We AreCarePartners is one of Ontario's largest accredited home health care providers, providing nursing, personal support, therapy and rehabilitation support services for patients of all ages. We care for approximately 72,000 patients each year in homes, schools, clinics, workplaces and retirement homes, through our 24 locations and 24 nursing clinics....


  • Waterloo, Canada Nuvation Research Corporation Full time

    **JOB SUMMARY**: As our Facilities Coordinator, your exceptional hands-on skills, organizational capabilities, flexibility, and experience in engineering environments will let you roll up your sleeves and take responsibility to ensure accurate and timely delivery of services and support for the Waterloo office. For this role, a can-do attitude with a sense...