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About the Role
Support the regional sales team in achieving insurance & health and retention targets by developing and managing sales promotion activities and campaigns. Build and maintain relationships with internal and external partners to achieve sales objectives. Manage escalations and contribute to market share growth by increasing advisor penetration and sales.
Responsibilities
- Manage support functions including Business Development Managers, Inside Sales and Regional Coordinator
- Support RVP in firm relationship management at a senior leadership level
- Manage front-line escalations
- Improve sales results through Inside Sales and business management campaigns
- Manage advisor & firm relationships
- Collaborate with Directors of Sales, nationally, to define, promote and share best practices
- Support the regional team in identifying sales opportunities through new or existing relationships
- Identify, monitor and mitigate potential risks to the company
- Manage the team’s budget
- Assist the Regional Vice President in developing a strategic plan for the region
- Provide complex tier 1 case consultation
- Participate in budget planning & accountability
- Support Business Development Representative onboarding
- Provide input into sales target discussions from a firm perspective
- Liaise with Insurance Sales Representatives to maintain relationships with advisors
Requirements
- University degree or post-secondary education
- Life and Health Insurance License
- Knowledge of insurance and health products and operations
- 5-7 years proven success in a sales role is an asset
- Proven networking skills with advisors and sales leaders
Skills
- Highly organized and detail oriented
- Excellent written and verbal communication skills
- Able to manage multiple priorities simultaneously under tight timelines
- Strong partnering skills and demonstrated ability to work with multiple stakeholders
- Superior relationship building skills
- Knowledge of the insurance industry and our competitors, including market segmentation and trends
- Collaborate with colleagues, nationally, on key initiatives
Location
- Primary location not specified
Work Type
- Hybrid
Experience Level
- Leadership experience with proven results - asset
- 5-7 years proven success in a sales role is an asset
Education Level
- University degree or post-secondary education
- Life and Health Insurance License
- Chartered Financial Planner (CFP) or Certified Life Underwriter (CLU/AVA) – asset
Salary/Compensations
- 130,000 - 180,000
Benefits
- Eligible Sun Life employees participate in various incentive plans
- Certain sales focused roles have sales incentive plans based on individual or group sales results
About the Company
- Sun Life is driven by its Purpose: helping Clients achieve lifetime financial security and live healthier lives.
- Sun Life values: caring, authentic, bold, inspiring, and impactful.
- We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
- We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Equal Opportunity
- Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
- Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.