Regional Coordinator

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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.

Job Description:

The Regional Coordinator is an integral member of our Sales 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 8 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.

• Maintain email distribution lists to ensure effective and timely communications to the regional sales team.

• 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.

• Prepare documents emails Excel sales reports PowerPoint presentations with expertise and very little oversight.

• 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

• Requirement is VERY strong Excel skills. and experience with little direction creating Powerpoint creatively. And of course other Microsoft applications.

• 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 minimal supervision.

• College or University degree

• 3-4 years experience in this type of work environment

• 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

Whats in it for you

• The opportunity to move along a variety of career paths with amazing networking potential

• Flexible Benefits from the day you join to meet the needs of you and your family

• Were committed to creating an inclusive and respectful environment. Our goal is to make sure all ouremployees have the chance to live up to their full potential

• Were honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work Canada

• We are thrilled to be recognized by Excellence Canada with their top-level certification the Canada Order of Excellence for Mental Health at Work for prioritizing employee well-being fostering a positive work culture and achieving excellence in mental health

*LI-MS

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

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 .

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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing screening interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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