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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in insurance sales, with a focus on developing high-performing teams and executing strategic initiatives. Possesses deep knowledge of life and health insurance distribution, regulatory compliance, and data-driven decision-making to drive measurable outcomes.
Highest-signal resume keywords
Senior Leadership ExperienceLife And Health Insurance DistributionData-Driven Decision-MakingExecutive Communication SkillsCoaching And Talent Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentFinancial AcumenRisk ManagementPerformance MeasurementMarket Analysis
Soft Skills
Relationship BuildingNegotiation SkillsJudgement And IntegrityInclusion And Trust BuildingChange Management
Tools & Technologies
Data AnalyticsDigital EnablementClient Relationship Management
Certifications & Qualifications
CFPCLULife And Health Insurance Licence
Industry Keywords
Insurance DistributionAdvisor PracticesHigh-Net-Worth MarketsTax And Estate PlanningCanadian Regulation
About the role
Key responsibilities & impact- Lead the Insurance Sales Director team and translate Insurance Distribution strategy into consistent market execution
- Set priorities, make timely decisions and strengthen advisor and firm relationships
- Shape and evolve the sales strategy for the ISD channel
- Translate enterprise priorities into outcomes, boundaries, decision rights and performance measures
- Use market, competitive, advisor and Client insights to identify opportunities
- Connect product, channel, digital and enablement roadmaps to frontline execution
- Lead regional business planning to grow advisor relationships, expand advisor penetration and deliver life and health insurance sales outcomes
- Establish operating rhythms and pipeline visibility; use data and judgement to focus resources and remove barriers
- Strengthen advanced and large case support, including business owner and high-net-worth markets
- Champion a consistent advisor experience and Sun Life value proposition across regions
- Build a high-performing, future-ready team through direction, accountability, feedback, coaching, succession planning and development
- Create trust, inclusion and psychological safety
- Prepare the team for digitally enabled work and responsible use of data, AI and technology
- Build relationships across Distribution and product, underwriting, marketing, operations, analytics, technology, finance, risk and compliance
- Ensure sales activity complies with policies, procedures, guidelines and regulatory requirements
- Identify and manage sales, conduct, operational and reputational risks
- Manage resources responsibly and measure success through outcomes and Client impact
Requirements
What you’ll need- Senior leadership experience in insurance or financial services distribution
- Experience leading senior sales professionals or geographically dispersed teams
- Deep knowledge of life and health insurance distribution, advisor practices, complex cases and Canadian regulation
- Proven ability to translate strategy into practical plans and measurable results
- Strong commercial and financial acumen, supported by data-driven decision-making
- Enterprise mindset with the ability to influence senior leaders and align cross-functional partners
- Strong people leadership across coaching, performance, talent, succession and change
- Excellent executive communication, negotiation and relationship-building skills
- Sound judgement, integrity and commitment to Client outcomes, inclusion, risk and compliance
- University degree or equivalent education and experience
- Professional financial planning or insurance designation such as CFP, CLU or equivalent (asset)
- Life and health insurance licence or prior licensing experience (asset)
- Experience in advanced markets, including business owner, high-net-worth, tax and estate planning solutions (asset)
Benefits
Comp & perks- Hybrid work arrangement with flexibility to work from the office and virtually
- Incentive plans, subject to individual and company performance
- Sales incentive plans for certain sales-focused roles, based on individual or group sales results
- Accommodation support in the application process
- Opportunities for coaching, development, succession planning and talent mobility