AVP, HNW Sales Effectiveness
AVP, HNW Sales Effectiveness
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Job Description
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:
Role Summary
The AVP High Net Worth (HNW) Sales Effectiveness role will report to the VP Insurance Distribution and will enhance Sun Lifes presence in the HNW market and build stronger connections with those advisors obtaining a higher share of their premium. To deliver on that the incumbent will also be accountable for revamping and enhancing sales effectiveness through sales team development and advisor business management practices.
What will you do
HNW Advisor Practice Development (30%)
Defining and continuously assessing Insurance Distributions (ID) Value Proposition to HNW advisors and firms.
Identify and propose initiatives to create efficiencies improve processes/service and better support growth with HNW advisors.
Leads the development and evolution of best practices and development programs to align with the advisor and firm strategy and to grow the HNW advisor market.
Collaborate with the Business Growth and Insurance Solutions Enablement teams on the development of the content and material.
Sales Team Effectiveness (40%)
Owns overall skills development and training for the distribution team.
Executes sales skills development training.
Leads the creation of onboarding program for new employees.
Oversees Ascend program management.
Creates and manages a distribution development program specifically designed to enhance sales team capabilities working with the HNW market.
Provides the distribution team with tools to support the advisors needs.
Reviews and supports development of enhanced Business & Marketing Plans
Owns the development of best practices for sales team in the HNW market.
Franchise model
Business & Marketing Plans
Day to day activities
HNW Market Strategy (20%)
Meeting with High Net Worth (HNW) advisors and firms identifying the evolving needs for practice development in alignment with IDs Value Proposition.
Accountable for HNW market segment of the Distribution Strategy propose sales opportunities and initiatives to close gaps on increasing market share.
Assesses and identifies sales opportunity and potential with key HNW advisor and firm relationships proposes and evolves long-term strategy to increasing Sun Life share of business.
Talent & Brand Management (10%)
Lead and coach a team of training and development professionals to execute on advisor and sales team development programs.
Actively promote Sun Life brand and community image to attract talent and advisor and firm partners.
What do you need to succeed
Experienced sales leader working with HNW advisors and firms.
Intricate knowledge of the HNW advisor sales experience
Ability to vision the business strategy to work in the HNW market.
Quantify market and sales potential.
Experienced in analyzing and solving complex business problems with creativity critical thinking and strong business and financial acumen.
Experience leading high performing teams and learning and development professionals.
Deep understanding of channels advisor practices and influencing sales team.
Highly motivated to support sales goals and growth targets.
15 years working with HNW advisors
As this position is posted in several locations we specify that bilingualism (French English both oral and written) is required for Quebec only as the position includes managing both French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.
Whats in it for you
A competitive salary and bonus program based on market scale
A flexible group insurance program starting on your first day of work to meet your needs and those of your family.
Time off that allows you to focus on the moments that matter most. 20 vacation days per year.
Our Share Ownership Program gives you the opportunity to invest in Sun Life while benefiting from employer matching contributions.
We are proud to be included in Great Place to Works 2025 list of Canadas Best Workplaces.
A warm supportive and inclusive culture.
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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
135000/135 000 - 220000/220 000Job Category:
Sales - Client Relationship ManagementPosting End Date:
07/09/2025Required Experience:
Exec
Employment Type
Full-Time
