District Manager

Sun Life Assurance Company of Canada; Quebec; On-site; CAD 90,000 - 130,000; Full time

Job summary

Sun Life Assurance Company of Canada invites applications for a District Manager to drive growth and client experience across the district. You will recruit top talent, coach advisors and the District Leadership team, and partner with HR to ensure staffing, training and performance management align with business goals.

Reporting to the Regional Vice President, you will develop holistic annual plans focused on wealth and insurance, manage district operations and foster a positive advisor culture

Qualifications

• Strong sales and business development skills.
• Ability to influence and interact with all levels of the organization.
• Expert knowledge of regulatory, oversight and compliance requirements.
• Excellent communication skills (presentation, written and oral) including the ability to influence and negotiate.

Responsibilities

• Develop and execute district recruiting and sales power growth plan in alignment with overall Sun Life objectives and advisor succession needs.
• Source new and experienced candidates for the Sun Life advisor role or to join an advisor team, through community contacts and referrals.
• Maintain regular contact with referral sources, including advisors, centres of influence and other partners.
• Lead, coach and develop the District team: recruit top talent, oversee hiring/training of BDCs/BDPs in partnership with HR, manage performance and development.
• Work with the Regional Vice President to develop annual holistic business plans focused on Wealth and Insurance and cascade targets to District.
• Monitor achievement of targets and adjust activities as required.
• Identify growth opportunities in the District and implement tactics to grow revenue and client base while promoting advisor productivity.
• Lead adoption of new business processes and support advisors and leaders through implementation.
• Develop and plan annual training schedule for advisors.
• Guide advisors to Head Office partners and resources for training and processes.
• Ensure advisors are trained and following regulatory and Sun Life obligations.

Skills

Business acumen

Sales and business development

Leadership and coaching

Regulatory and compliance knowledge

Communication and negotiation

Job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Coaching for growth, Client centric, relationship focused, sales driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life District team and contribute to making a positive difference for Canadians and advisors.

Job Description:

Objective of this role:

The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the District Leadership team, while generating business results and the overall Client experience within the District. You will report to the Regional Vice President and collaborate with the regional team. Reporting to the District Manager is the Business Development Consultant (BDC) and the Business Development Partner(s) (BDPs).

What will you do?

• Develop and execute on your District recruiting and sales power growth plan in alignment with overall SLFD objectives and advisor succession needs.
• Source new and experienced candidates with established practices, for the Sun Life advisor role or to join an advisor team, through community contacts and other sources of referrals.
• Maintain regular contact with referral sources, including advisors, centres of influence and other community partners.
• Partner with the Recruiting Consultant (RC), BDC and BDP to participate at recruiting events within the district, such as career fairs.
• Lead, coach and develop the District team: recruit top talent to meet business growth objectives, maintain proper staffing levels by overseeing the hiring and training of BDCs and BDPs in partnership with HR, ongoing performance management, development opportunities and support.
• Work with the Regional Vice President (RVP) to develop and execute annual holistic business plans, focused on both Wealth and Insurance (sales growth, financial results, productivity, Client engagement, financial planning, governance metrics, etc.) and cascade targets plans to District.
• Monitor achievement of business targets and adjust activities as required.
• Identify areas of growth opportunities in the District. Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor productivity, proficiency, and efficiency.
• Lead adoption of new business process changes, supporting advisors and leaders through implementation.
• Support BDCs and BDPs in advisor coaching.
• Develop and plan annual training schedule for advisors.
• Guide and direct advisors, BDCs and BDPs to Head Office partners and resources who support their business practice, specialized training and processes (e.g. Centre of Excellence Teams).
• Ensure advisors in the District are appropriately trained, knowledgeable and following defined product, suitability and general administrative processes to ensure compliance with all regulatory and Sun Life obligations.
• Oversee the day-to-day operations, direction, and management of assigned Financial Centre(s) (FCs).
• Manage expenses and operational effectiveness consistent with business plans and drive for continuous improvement initiatives aimed at aligning FC performance to strategic and operational targets.
• Foster a positive culture and relationship with advisors through events, recognition and participation in meetings.

Required skills: What do you need to succeed?

• Business acumen, deep product knowledge (insurance and wealth) and an understanding of the market, competition, and industry in general
• Strong sales and business development skills
• Ability to influence and interact with all levels of the organization
• Expert knowledge of all required regulatory, oversight and compliance requirements
• Problem solving, analytical and decision-making skills including the ability to build consensus
• Sound coaching and performance management skills
• Excellent communication skills (presentation, written and oral) including the ability to influence and negotiate