Retirement Sales Manager

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll 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, you'll 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 Client Solutions Centre (CSC) within Sun Life Financial (SLF) Canada represents one of the fastest growing and profitable areas in the Canadian operations, with over $10B in assets in the my Savings Choices savings plans and incredible penetration with the my Life Choices / Health Coverage Choices products.

By taking on this challenging role, you will manage a team of Retirement Consultants who take pride in educating and providing investment advice to group plan members who are approaching or at retirement (including supporting the conversion of their savings/assets to income products). Our Retirement Consultants are salaried advisors, life licensed in all provinces and territories. They are familiar with pension legislation across all Canadian jurisdictions, and are well versed in financial matters including retirement planning, income solutions, investment strategies and products including annuities. Our Retirement Consultant Team is part of the Client Solutions Centre (CSC) at Sun Life, which is inbound and outbound call centre located in Montreal and Toronto. As a key contributor to the ongoing success of the CSC in the Client Solutions division, you will be responsible for building a high performing team and creating a work environment with high engagement.

Main accountabilities:

• Provide management, leadership direction, and support to a Client Solutions Centre team which is responsible for completing sales over the telephone, or in some unique instances, in person.

• Assist in the creation of a client and sales-centric atmosphere.

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

• Establish strong relationships within the CSC in an effort to maintain and encourage positive morale and a high level of staff engagement.

• Responsible for executing against business goals and objectives.

• Ensure that policies and procedures are effectively administered within the CSC.

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

• Identify strengths/gaps within individual and team skill sets, build capability and skill to close gaps and capitalize on strengths.

• Ensure that the Financial Services Consultants have an adequate understanding of life and health benefits products, and trends within these marketplaces.

• 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.

Qualifications:

• Two plus years people management experience

• Two plus years sales experience with wealth and/or insurance products

• Bilingualism (French, English, both oral and written) is required as the position includes managing French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.

• Excellent sales and customer service skills

• Strong coaching and performance management skills

• Excellent communication skills

• Comprehensive and deep understanding of insurance products, wealth management products, financial markets, retirement options and annuities

• Strong knowledge of retirement products (RIF, LIF, Annuity)

• Strong knowledge of financial planning

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

• Passion for relationship building and strong customer service orientation

• Post secondary education or relevant job experience

Assets:

• Call Centre experience

• Knowledge of Sun Life products

• A valid Insurance of person license in Quebec (1a)

• Successful completion of the Canadian Securities Course (CSC) and/or Canadian Investment Fund Course (IFIC)

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

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 factors. In 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 thebrightside@sunlife.com.

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.

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