Regional Sales Manager - Territory 3, Cluster 3B

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:

Job Summary: The Regional Sales Manager will lead the field management team of his/her assigned branches to expand Sun Life’s manpower and business. He/she will oversee the execution of agreed strategic and tactical action plans to ensure delivery of the objectives for the short to medium term.

Preferred skills:

•    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

•    Basic knowledge in financial products & personal financial planning

•    Basic knowledge: actuarial & product development, underwriting & policy administration, investment, agency compliance, government regulations relating to insurance sales

Qualifications: College graduate of any business related course. Total of 8 years’ experience in sales organizations from insurance, pre-need, banking, real estate, direct marketing; of which 3 years was spent in life insurance.

Responsibilities:

1. Branch planning and monitoring:  Ensure that every NBO goes through a business review, goal-setting and action planning and progress monitoring that is aligned to company objectives & practices.  

2. Manpower expansion:  Drive initiatives that will enable the NBOs to achieve their manpower target.  Initiatives shall include, but not limited to:  BOFs, recruitment & selection clinics, activity monitoring, MC & UM appointment, ISO expansion. 

3. Productivity improvement:  Drive initiatives that will improve productivity of advisors (i.e. activity ratio, case count & case size, PLAN B qualification).  Initiatives shall include, but not limited to:  segmented interventions, moving up programs, customer engagement activities (e.g. FP and client forum), and activity management.  

4. Execution discipline:  Strengthen the execution discipline of the branch management teams.  Enable NBOs to implement established business practices and guidelines consistently (e.g. JFW, unit meetings, market conduct standards, etc.).Resource management:  Utilize available resources to achieve cluster objectives.   

5. Manage team performance through resource & execution planning, business & performance review, mentoring and coaching, and staff engagement activities.

Job Category:

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