Provide leadership and coaching to Financial Services Consultants to support video and phone client interactions to ensure excellence in client interactions and drive business outcomes.
Lead 12 licensed consultants, responsible for sales results, closely tracking team performance metrics and conducting 1:1 coaching daily to optimize results as the core function. Support a client-focused culture emphasizing growth, retention, and loyalty.
Closely monitoring team's activities, maintaining a strong pulse on key performance metrics, sales routines, upskilling and digital and process adoption to drive favourable outcomes
Build a highly engaged and empowered team through a culture that is employee and client-centric, inclusive and outcome-driven
Responsible for executing against business goals and objectives
Responsible for recruiting, optimizing and developing talent
Accountable of collaborating with leadership and internal partners to achieve overall business objectives
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.
Working knowledge of Salesforce and Microsoft applications.
Flexibility to adapt to rapidly changing priorities.
Comprehensive understanding of investments, wealth and insurance products, and financial markets.
Coaching and performance management skills
Communication and presentation skills, both written and verbal
Flexibility and the ability to adapt to a frequently in a changing environment
Ability to manage relationships with key internal stakeholders
Knowledge of Group Retirement Services' and Group Benefits' products, processes, legislation, and tax requirements
Post secondary education or relevant job experience
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
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.
Wellness programs that support the three pillars of your health - mental, physical, and financial
The opportunity to move along a variety of career paths with amazing networking potential.
As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office
Benefits
Health insuranceVision insurance
Additional Information
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:
We are looking for an experienced sales leader to energize and drive our Financial Services Consultants in the Client Solutions Centre. This isn't just a job - it's an opportunity to shape the future of financial advice and make a lasting impact on people's lives and well being! -are you ready to make your mark?
Sales Manager, Client Solutions Centre
As Sales Manager, Client Solutions Centre, you will lead a team of Financial Services Consultants responsible to support and advise clients on financial decisions while helping them achieve their financial goals. As manager, you will be tasked with recruiting and developing talent and 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.
This role is hybrid with 1-2 days per week onsite at 1155 Metcalfe Street.
Sunlife · Montreal, Qc, Canada