Sales Manager, Client Relationship Team, Group Retirement Services Member Experience

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:

Location:

Join our Group Retirement Savings Client Service Centre team at either 1 York overlooking the Toronto Harbour with direct PATH access to Union Station or our Montreals Metcalfe office; the original and historic Sun Life building.

This role is hybrid (once per week in office)

At Sun Life our employees are our greatest asset. We foster a flexible work culture that prioritizes wellness and sustainability offering a comprehensive range of benefits and an agile work environment. Our commitment extends beyond our employees: our clients are at the core of everything we do. As one of Canadas largest employers and leading providers of group pensions and benefits our team is dedicated to guiding clients throughout their Sun Life journey. We support them in achieving lifelong financial security and healthier lives.

As Sales Manager Client Relationship Team you will lead a team of Financial Services Consultants responsible for building relationships with members of our Group Retirement Savings plans. The teams objective is to support and advise clients on financial decisions while helping them achieve their financial goals. As manager of this team you will be tasked with recruiting and developing talent managing team performance through observational coaching to foster a high performing team to achieve service & sales targets. You will instill a client centric culture that will empower your team to carry out our Client Experience vision:to demonstrate CARE inspire CONFIDENCE and make it EASY for clients to do business with Sun Life. You will ensure the delivery of amazing client experiences for new clients as well improve loyalty and retention of existing clients. The manager will demonstrate agility to lead through change as we enhance our client service model as well as evolve the delivery of holistic advice & financial planning capabilities.

What you will do:

• Provide management leadership direction and coaching support to Financial Services Consultants on video conferencing and phone channel client interactions delivering excellent service and sales outcomes

• Manage the day-to-day sales and service function ensuring that both the sales and service elements of the team are functioning optimally including oversight of licensed consultants:

  • Closely monitoring teams activities maintaining a strong pulse on key performance metrics

  • providing day to day direction to the team

  • work force planning and scheduling

  • 1:1 coaching and performance management

  • Proactively identify knowledge requirements and process improvements for the team.

  • Assist in the creation of a client and sales-centric atmosphere including a focus on client growth retention and loyalty

  • Manage the day-to-day sales and service function ensuring that both the sales and service elements of the teams are functioning optimally

• Build a highly engaged and empowered team through a culture that is client-centric inclusive and outcome-driven

• Manage the effective delivery of holistic advice

• Establish strong relationships within the team and department to maintain and encourage positive morale and a high level of employee engagement

• Responsible for executing against business goals and objectives

• Responsible for recruiting and developing talent for career progression internally

• Accountable of collaborating with the leadership team and other business partners to achieve overall business objectives

• Ensure that policies and procedures are effectively administered within the team

• Ensure that proper controls are in place to minimize business risk exposure

• Identify strengths/gaps within individual and team skill sets and support development plans that close gaps capitalize on strengths and promote career progression

• Monitor the ongoing qualification/licensing requirements of the team

• Monitor key performance indicators and work with business partners to analyze results and ensure issues are dealt with in a timely manner

What you need to succeed:

• Experienced sales leader with a proven track record of driving results and superior client experience.

• Demonstrated ability to build strong relationships and deliver exceptional customer service along with strong practice management effective coaching and performance management skills.

• 3 years people management experience.

• 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.

• Comprehensive understanding of investments wealth and insurance products and financial markets (strong asset for other locations).

• Relationship building and strong customer service orientation

• Coaching and performance management skills

• Communication skills both written and verbal

• Analytical organizational and presentation skills

• Ability to manage relationships with key external and internal business partners

• Comprehensive and deep understanding of investments wealth & insurance products and financial markets

• Knowledge of financial planning and wealth management

• Knowledge of Group Retirement Services and Group Benefits products processes legislation and tax requirements

• Post secondary education or relevant job experience

Assets:

• Call Centre experience (Siebel)

• A valid Insurance of person license (PQAP or LLQP)

• Certified Financial Planning designation (CFP or IQPF)

Why join Sun Life:

• Being a member of the Sun Life family a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

• A friendly collaborative and inclusive culture

• A collaborative and interactive team environment

• Being part of our journey in developing the next greatest digital experience

• Working together sharing common values and encouraging growth & achievement

#LI-Hybrid

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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