Sales Manager – Client Relationship
Sun Life
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • Canada
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Salary
💰 CA$80,000 - CA$128,000 per year
About the role
- Provide management, leadership direction, and coaching support to Financial Services Consultants responsible for building solid client relationships, delivering excellent service and sales outcomes to our clients over the telephone
- Build a highly engaged and empowered team through a culture that is client-centric, inclusive and outcome-driven
- Identify strengths/gaps within individual and team skill sets, and support coaching & development plans that close gaps, capitalize on strengths
- Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the team are functioning optimally
- Manage the effective delivery of holistic advice
- Establish strong relationships within the team and department in an effort to maintain and encourage positive morale and a high level of employee engagement
- Responsible for executing against business goals and objectives
- Responsible for recruiting and developing talent for career progression internally
- Accountable of collaborating with the leadership team and other business partners to achieve overall business objectives
- Ensure that policies and procedures are effectively administered within the team
- Ensure that proper controls are in place to minimize business risk exposure
- Monitor the ongoing qualification/licensing requirements of the team
- Monitor key performance indicators and work with business partners to analyze results and ensure issues are dealt with in a timely manner
Requirements
- Two plus years people management experience
- Two plus years sales experience with wealth and/or insurance products
- Passion for relationship building and strong customer service orientation
- Strong coaching and performance management skills
- Excellent communication skills, both written and verbal
- Strong analytical, organizational, and presentation skills
- Strong ability to manage relationships with key external and internal business partners
- Comprehensive and deep understanding of investments, wealth & insurance products and financial markets
- Strong knowledge of financial planning and wealth management
- Knowledge of Group Retirement Services' products, processes, legislation, and tax requirements
- Post secondary education or relevant job experience
- Bilingualism (French, English, both oral and written) is required as the position includes managing French and English-speaking staff (Quebec and outside Quebec) and providing daily support to the team.
Benefits
- A focus on the mental, physical, and financial health and wellbeing of our Employees; helping you to bring your best self to work
- Competitive salary with annual bonus
- Comprehensive flexible benefits program including: Medical, dental, life, critical illness and disability insurance
- Lumino Health Virtual Care
- Robust defined contribution pension plan
- Stock Ownership and Savings Programs
- 3 weeks paid vacation to start which increases with service
- Tuition assistance
- Licensing fees covered
- Career growth and professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
people managementsales experiencecoachingperformance managementanalytical skillsorganizational skillspresentation skillsfinancial planningwealth managementbilingualism
Soft Skills
relationship buildingcustomer service orientationcommunication skillsteam engagementcollaborationemployee engagementtalent developmentproblem-solvingleadershipclient-centric mindset