ADP 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:

Sun Life is looking for an advisor and client-focused leader to manage a team of Advisors whose primary responsibility is to develop their skills and knowledge to become future advisors and associate advisors in Sun Life Financial Distribution (SLFD). As a key contributor to the ongoing success of Prospr and SLFD, you will be responsible for coaching, leading and developing an engaged and high performing team.

As a leader in Prospr, you will be instrumental in the success of the Advisor Development Program (ADP). Through the cyclical onboarding of new Advisors trainees, you will work to ensure they meet all requirements and milestones to successfully transition to SLFD.

What will you do?

• Work closely with SLFD Field Leaders to provide feedback on Advisor Trainee performance
• Coach Advisor Trainees on sales performance and client interaction
• Play a key role in onboarding and training Advisor Trainees
• Manage a team of licensed Advisors. Activities including:
  • Closely monitoring team’s activities, maintaining a strong pulse on key performance metrics
  • providing day to day direction to the team
  • work force planning and scheduling
  • 1:1 coaching and performance management
  • Proactively identify knowledge requirements and process improvements for the team.
  • Identify strengths/gaps to develop team capability and skills
  • Work with the Recruiting & Strategic Growth team to align on overall ADP coordination
  • Relentless focus on data and insights for the team – collaborate with Analytics team, drive to close data gaps, analyze results, provide feedback, and recommend improvements to leadership.
  • Assist in the creation of a client and sales-centric atmosphere including a focus on client retention and loyalty
  • Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the teams are functioning optimally
  • Ensure that Advisors are developing their understanding of wealth, life, health benefits products, and trends with the marketplace
  • Build and maintain relationships with Individual distribution team, Dealer leaders and compliance staff

What do you need to succeed?

Licensing requirements:

• Successful completion of the Canadian Securities Course (CSC) or IFIC
• Life, Accident and Sickness licensed

You also need:

• Strong knowledge and understanding of Mutual Fund Industry
• Excellent interpersonal skills and proven ability to collaborate across all levels
• Strong analytical, organizational, and presentation skills
• Excellent communication skills, both written and verbal
• Flexibility and the ability to adapt to a frequently changing regulatory environment
• Passion for relationship building: managing relationships with key external and internal business partners
• Strong sales and service orientation
• Post-secondary education or relevant job experience
• Good working knowledge of industry distribution systems
• Knowledge of insurance laws and regulations, and the ability to apply it in practical situations
• Knowledge and experience of industry compliance standards and practices
• Awareness of other laws and regulations, such as the criminal code and other aspects of civil and common law

Additional Requirements:

• MFDA Branch Manager status, includes successful completion of the Branch Manager’s Course, and minimum of 2 years relevant experience
• Knowledge of Salesforce.com platform

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• 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.

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].

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

Job Category:

Posting End Date: