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Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Recruit, onboard, train, develop, and coach developing advisors during their first four years
- Support advisors in establishing their businesses and building holistic financial services practices covering life and health insurance and wealth products
- Report to the District Manager and collaborate with district and regional teams
- Source advisor candidates through community contacts, referrals, and centres of influence
- Support candidates with licensing studies, market identification, business planning, and joint client appointments
- Train and onboard new advisors and oversee implementation of onboarding plans
- Provide product knowledge, sales process, pre-sales, and post-sales training and support
- Coach advisors on prospecting, holistic practice development, cross-selling, sales cycles, business management, and related skills
- Help advisors achieve sales growth, productivity, client engagement, and other financial and strategic objectives
- Partner with head office Centre of Excellence teams to support advisors
- Monitor and track advisor activities and analyze data to generate business insights
- Oversee measures and activities required for compliant operations
- Ensure advisors are trained, licensed, registered, and completing product suitability reviews
- Escalate Client complaints, including assessment and advisor investigations
- Ensure advisor conduct aligns with the Advisor Agreement
- Achieve recruiting and production metrics
- Foster positive district culture through events, recognition programs, and meetings
- Build Sun Life and local advisor community presence through events, activities, and sponsorships
Requirements
What you’ll need- Minimum 2 years of related experience within the financial services industry
- Must hold a valid Life Insurance Agent’s license in the province your District is located
- Must hold a valid Mutual Fund license or obtain it within the first 90 days
- Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission within the first 6 months
- Must be in good standing with applicable regulators
- Business acumen, insurance and wealth product knowledge, and understanding of the market, competition, and industry
- Strong sales management and business development skills
- Strong prospecting and recruitment skills
- Strong mentoring, coaching, performance management, and influencing skills
- Problem-solving, analytical, and decision-making skills
- Strong presentation, written, verbal communication, and relationship-building skills
- Ability to support an advisor in defining and accessing their target market
- Previous experience leading sales teams
- Forward-thinking and goal-oriented, with focus on achieving targets
- Strong working knowledge of the regulatory environment
- Ability to manage a successful performance management process in a sales culture
- Commitment to ongoing personal and professional development
- Proficiency with Salesforce.com, financial planning software, and Microsoft applications
- Professional designation(s) in financial services, previous advisor experience, and previous people leadership experience are assets
Benefits
Comp & perks- Work within a high-performance culture and be recognized for your achievements
- Supportive, collaborative working environment
- Opportunity to launch a rewarding career with a talented and diverse workforce
- Company that promotes health, wellness, and work/life balance
- Continuous improvement encouraged
- Flexible work options depending on role requirements and individual needs
- Market-competitive total compensation package
- Variable incentive and sales incentive plan with industry-leading incentive payout opportunities
- Diversity and inclusion
- Disability accommodations in the application process
- Choice and flexibility to work from both the office and virtually based on business, Client, and employee needs