Sales Manager, Client Relationship Team, Group Retirement Services, Member Experience

Location: Verdun South

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:

Location:

Join our Group Retirement Savings Client Service Centre team at either 1 York overlooking the Toronto Harbour with direct PATH access to Union Station or our Montreal's Metcalfe office; the original and historic Sun Life building.
This role is hybrid (once per week in office)
At Sun Life, our employees are our greatest asset. We foster a flexible work culture that prioritizes wellness and sustainability, offering a comprehensive range of benefits and an agile work environment.

Our commitment extends beyond our employees: our clients are at the core of everything we do. As one of Canada's largest employers and leading providers of group pensions and benefits, our team is dedicated to guiding clients throughout their Sun Life journey. We support them in achieving lifelong financial security and healthier lives.
As  Sales Manager, Client Relationship Team  , you will lead a team of Financial Services Consultants responsible for building relationships with members of our Group Retirement Services plans. The team’s objective is to support and advise clients on financial decisions while helping them achieve their financial goals. As manager of this team, you will be tasked with recruiting and developing talent, managing team performance through observational coaching to foster a high performing team to achieve service & sales targets.

You will instill a client centric culture, that will empower your team to carry out our Client Experience vision: to demonstrate CARE, inspire CONFIDENCE and make it EASY for clients to do business with Sun Life. You will ensure the delivery of amazing client experiences for new clients as well improve loyalty and retention of existing clients. The manager will demonstrate agility to lead through change, as we enhance our client service model as well as evolve the delivery of holistic advice & financial planning capabilities.

What you will do:

Provide management, leadership direction, and coaching support to Financial Services Consultants on video conferencing and phone channel client interactions, delivering excellent service and sales outcomes

Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the team are functioning optimally, including oversight of licensed consultants:
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.

Assist in the creation of a client and sales-centric atmosphere including a focus on client growth, 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

Build a highly engaged and empowered team through a culture that is client-centric, inclusive and outcome-driven

Manage the effective delivery of holistic advice

Establish strong relationships within the team and department 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…