Regional Coordinator
1 day ago
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
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