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.

:

Reporting to the Regional Vice-President, the purpose of this role is to make, maintain and strengthen relationships with advisors and firms in their territory so that the insurance needs of the client are satisfied. The Regional Sales Director is responsible for executing a tactical business plan to achieve their regional sales targets with a focus on increasing the number of advisor relationships through firm presentations and seminars, face to face and virtual meetings, and advanced case consultation.

Regional Sales Directors share in Sun Life\xe2\x80\x99s values and believe in growth to achieve goals. They help support market share growth and increased sales by executing on strategies to increase advisor penetration across a variety of insurance and health products.

What will you do?

• Develop a tactical business plan to achieve sales targets for life and health insurance products
• Build relationships with new and existing advisors and firms and provide solutions to address Client needs
• Advanced case consultation with advisors and firms
• Proactively promote Sun Life\xe2\x80\x99s value proposition to advisors and firms by delivering in person and virtual presentations, and attending firm events
• Act on qualified leads
• Provide superior service to advisors and firms
• Maintain a current understanding of local markets and competitive intelligence
• Ensure all business development activities are conducted within approved Sun Life policies, procedures and guidelines, and in compliance with all external regulations
• Liaise with Insurance Sales Representatives to maintain relationships with advisors
• Collaborate with Sales & Marketing Coordinator on events & appointments
• Collaborate with Account Managers to deliver training & presentations both regionally and nationally

What do you need to succeed?

• 5 years financial services experience, preferably in a sales role
• Attained or working towards Professional Financial Planner (PFP/Fin. Pl.), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU/AVA), Chartered Financial Consultant (ChFC)
• Representative Certificate in Insurance of Persons
• Life and Health Insurance License
• Expert product knowledge
• In-depth knowledge of the financial services industry and the competitive marketplace
• Advanced understanding of insurance sales strategies
• Strong understanding of case design methodology
• Understanding of softwares to facilitate the sales process including illustrations, financial planning software and proprietary concepts
• Understanding of tax and estate planning
• Understanding of underwriting requirements and procedures
• Strong business development and prospecting skills
• 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.
• Strong presentation skills
• Possess analytical, problem solving and priority management skills

What\'s in it for you?

• Supportive working environment, culture of collaboration, high performance teams
• We\xe2\x80\x99re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
• We\xe2\x80\x99re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work\xc2\xae Canada
• Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights\xe2\x80\x99 2023

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: 105,000/105 000 - 175,000/175 000

Job Category: Sales - SIP

Posting End Date: 25/01/2024

Sun Life Financial