Sales Manager, Client Relationship Team
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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Salary
💰 CA$80,000 - CA$128,000 per year
About the role
- Lead a team of Financial Services Consultants responsible for building relationships with clients
- Support and advise clients on financial decisions and goals
- Manage day-to-day sales and service functions
- Monitor team activities and key performance metrics
- Foster a client centric culture with a focus on service and sales targets
- Recruit and develop talent for internal progression
- Ensure delivery of amazing client experiences and improve loyalty and retention
Requirements
- Experienced sales leader with a proven track record of driving results and superior client experience
- 3+ years people management experience
- Bilingualism (French, English, both oral and written) required for Quebec
- Comprehensive understanding of investments, wealth and insurance products, and financial markets
- Relationship building and strong customer service orientation
- Coaching and performance management skills
- Communication skills, both written and verbal
- Analytical, organizational, and presentation skills
- Knowledge of financial planning and wealth management
Benefits
- Comprehensive range of benefits
- Health insurance
- Flexible work culture
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningwealth managementinvestmentsinsurance productsfinancial markets
Soft Skills
sales leadershiprelationship buildingcustomer service orientationcoachingperformance managementcommunication skillsanalytical skillsorganizational skillspresentation skills