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:
Leading and management of the entire sales function of the cluster primarily on manpower expansion and business growth.
Job description (heading) / Description du poste (titre)
- The Cluster Head will lead the channel management team and agency management team to expand Sun Life’s manpower and business in the assigned areas. He/she will oversee the execution of agreed strategic and tactical action plans to ensure delivery of the cluster’s business objectives for the short to medium term.
Preferred skills (heading) / Compétences particulières (titre)
- In-depth knowledge of agency fundamentals: sales & management process, rewards & recognition, performance management, compensation
- In-depth knowledge and skills in management: visioning and goal setting, business review and planning, execution and monitoring, managing resources, managing change, managing conflict
Qualifications (heading) / Compétences (titre)
- Advanced knowledge in financial products & personal financial planning
- Basic knowledge: actuarial & product development, underwriting & policy administration, investment, agency compliance, government regulations relating to insurance sales
- Professional education: LOMA courses or designation, Financial Planning courses or designation (e.g., SLF-AIM, RFC, RFP, ChFC)
Responsibilities (heading) / Responsabilités (titre)
- Designing and over-seeing execution of tactical action plans.
- Lead and direct key initiatives that will build the quantity and quality of the sales force to maximize current and future business opportunities.
- Leadership development: Lead and direct key initiatives to strengthen the Field Manager bench of the cluster.
- Execution discipline: Strengthen the execution discipline of both the channel management team, and the branch management teams
- Resource management
Job Category:
Sales - Distribution Support
Posting End Date:
29/04/2025
What We Do
A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years