Bilingual Digital Consultant

Waterloo, ON, Canada

Job Description


You are as unique as your background, experience and point of view. Here, you\xe2\x80\x99ll 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.

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Distribution solutions is a multi-site, multi-disciplined business team accountable for developing strategies and technologies to transform the Individual Insurance & Wealth sales organizations.

Reporting to Strategic Execution & Change Management, the Digital Consultant will have a direct partnership with the Digital Adoption strategy \xe2\x80\x93 in support of adoption goals and best practices, support for disruptive change, user engagement and capabilities feedback. The Digital Consultant will be accountable for providing business application support to Sun Life advisors, field Managers and support staff to be successful in using various, inter-connected digital solutions that support an advisor practice. The Digital consultant will help advisors and field leaders develop the confidence and capability needed to embed the use of our tools in servicing their clients, generating sales opportunities and asset growth.

What Will You Do?

  • Deliver group training, provide high level business support and coach on advisor digital solutions that are part of the Digital tool kit to advisors and field leaders
  • Accountable for regional adoption targets specific to digital application as aligned with Retail Advice & Solutions strategic objectives
  • Work with teams to drive digital best practices (One Best Way) within assigned region for optimal productivity gains to effectively support prospecting and/or sales process as it aligns with the client engagement model
  • Collaborate with internal teams to understand and support tool, technology and data issues and provide field feedback in support of tool or process development/enhancement.
  • Execute field roll out of digital technology updates, new business applications and capabilities or adoption/usage initiatives in collaboration with the Strategic Execution & Change Management and field leadership
  • Deliver 1:1 direct engagement (consultations) with Sun Life advisors and their teams to identify opportunities to imbed digital tools that will increase their productivity and efficiency in their business.
What Do You Need to Succeed?
  • 5+ years\xe2\x80\x99 experience in the IT or service support industry with technical experience or formal technical post- secondary education
  • Adult learning principles, experience and accreditation and their application
  • Demonstrated skills and experience with various software and hardware and their connectivity, specifically: Salesforce.com, Microsoft Applications (Outlook, Excel, PowerPoint, Word, OneDrive, SharePoint), Windows , 10
  • Demonstrated proficiency and technical understanding with technology software/hardware
  • Problem solving skills through the ability to understand what the issue is, define the pros and cons and make pragmatic recommendations related to complex issues.
  • Excellent collaboration, interpersonal and meeting facilitation skills with a focus on driving results.
  • Excellent communication skills (verbal and written) to train/coach others, and to gain an understanding of the nature of the problem
  • Effective ability to work in a team environment, strong team player with an ability to work well under pressure; ability to build relationships and take initiative as required
  • Experience working with staff and teams in a multi-site environment where necessary
  • Excellent organizational skills, strong work ethic; and good time management skills
  • Experience in the digital scene and a keen eye for detail with strong analytical and communication skills.
  • \xe2\x80\xa2For Quebec Only - Bilingualism (French, English) required- support tasks for an English-speaking team outside Quebec
Assets:
  • Experience with SLFD leadership and advisors sales processes
  • Experience in both the insurance and wealth industries.
  • Experience with leveraging data and analytics for solutions.
  • Success with driving digital adoption.
Notes/Unique Requirements:
  • Up to 25% Travel to Toronto, Waterloo, and Montreal and advisor offices.
  • Ability to manage a flexible work schedule
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 .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible 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: 74,100/74 100 - 120,800/120 800

Job Category: Sales - Distribution Support

Posting End Date: 16/04/2023

Sun Life Financial

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Job Detail

  • Job Id
    JD2157677
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $74100 - 120800 per year
  • Employment Status
    Permanent
  • Job Location
    Waterloo, ON, Canada
  • Education
    Not mentioned