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.
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’s 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’s 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
Knowledge of internal processes
What do you need to succeed?
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
Expert understanding of software used by Sun Life 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
Strong client service orientation
Strong results orientation
Strong presentation skills
Possess analytical and problem solving skills
Highly developed priority management skills
Comfortable with technology
University degree or business equivalent experience
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
What's in it for you?
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
Wellness programs that support the three pillars of your health – mental, physical and financial
Work-life balance by scheduling your day around your priorities and having more time to spend on the important things
By using Client and business needs as a guide, you will choose where you work at any given time based on the activities that you need to complete
An environment of continuous learning and improvement
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 [email protected].
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.
105,000/105 000 - 165,900/165 900
Sales - SIP
Posting End Date: