19 Aug
|
Sun Life
|
British Columbia
19 Aug
Sun Life
British Columbia
Job Title: Resource Team Leader (RTL)
Location: Victoria (in office position).
Needs to have a valid driver’s licence - travel is expected to other offices, regional/national training sessions or meetings as required.
Main Accountabilities
Responsible for running the operations of FC locations.
Leads the FC resource administration team.
Completes regular one‑on‑one reviews with each team member ensuring their goals and objectives reflect the needs of the company, the FC as well as the requirements of the job.
Assesses advisor learning needs and recommends training required to meet those needs.
Enables technology adoption, working in partnership with the Distribution Digital Office and Management team.
Coordinates the FC training program based on the needs of the FC.
Delivers initial and ongoing advisor training, prepares training schedules, arranges for presenters.
Provides training on various sales support systems – topics of technology, product and procedures, through group training or one‑on‑one sessions.
Provides just‑in‑time PC troubleshooting to resolve technology problems.
Provides just‑in‑time information on insurance products/procedures.
Delivers training on compliance and market conduct topics as required.
Facilities management (premises & equipment).
Oversees administrative processes, operating within national policies, driving efficiency and effectiveness across locations.
Competencies
Strong client relationship skills and a client‑centric mindset.
Ability to multitask,
prioritize and work in a fast‑paced, demanding and constantly changing environment.
Sound coaching, performance management and influencing skills.
Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn.
Robust influencing and communication skills (written and oral).
Ability to work in a matrix environment.
Committed to ongoing personal and professional development.
Excellent PC skills (Windows operating system, Microsoft Office, Salesforce).
Ability to work independently and with all members of the FC team.
Qualifications
University degree with 3‑6 years of experience or an equivalent combination of education and experience – degree or college diploma preferred.
Experience includes coaching, leading and influencing teams, previous experience in the financial services and relationship management.
Bilingual as required.
Benefits
Being a member of the Sun Life family, a group of people united by our purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
A friendly, collaborative and inclusive culture.
A collaborative and interactive team environment.
Being part of our journey in developing the next greatest digital experience.
Working together, sharing common values and encouraging growth & achievement.
Salary Range: 60,000 – 97,000.
Diversity and Inclusion: We welcome applications from qualified individuals from all backgrounds.
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📌 Resource Team Leader (British Columbia)
🏢 Sun Life
📍 British Columbia