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Resource Team Leader
4 months ago
Job Description
:THIS IS AN IN OFFICE ROLE
Role Summary:
The Resource Team Leader (RTL) provides the necessary leadership and development for a team of high performing Financial Centre Administrators. The RTL’s goal is to enable Advisors, Advisor staff and managers, in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and administrative process training, in partnership with their District Directors (DD) and aligned with Head Office Professional Development programs. This role is also accountable for the operational effectiveness of Financial Centre locations which can include, premises, technology, administrations, advisor office managements and client management processes.
What will you do?
Responsible for running the operations of the FC locations
Leads the FC resource administration team
Completes regular one on one reviews with each team member ensuring their goals and objectives reflect the needs of the company, the FC as well as the requirements of the job
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
Coordinates the FC training program based on the needs of the FC
Delivers initial and on-going advisor training, prepares training schedules, arranges for presenters
Provides training on various sales support systems - topics of technology, product and procedures, through group training or one-on-one sessions.
Provides just-in-time PC trouble shooting to resolve technology problems
Provides just-in-time information on insurance products/procedures
Delivers training on compliance and market conduct topics as required
Facilities management (premises & equipment)
Oversee administrative process, operating within national policies driving efficiency and effectiveness across locations
What you need to succeed?
Strong client relationship skills and a client centric mindset
Some Leader ship experience is a MUST
Ability to multitask, prioritize and work in a fast paced, demanding and constantly changing environment
Sound coaching, performance managers 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 FC Team
University degree with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferred
Experience includes coaching, leading and influencing teams, previous experience in the financial services and relationship management
What's in it for you?
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.
