Regional Sales Director - Ottawa

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:

The Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace.

The Regional Sales Director (Wholesaler) is accountable for sustained and sustainable sales in the Ottawa region. This is achieved by maintaining and strengthening existing relationships and establishing new relationships with channel producers so that the insurance/investment needs of the clients are satisfied.

What will you do?

Sales Generation:

• Analyze market penetration and sales results to establish realistic but challenging targets for the sale of Sun Life Financial products within each distribution channel.
• Identify and qualify production sources whose values and customer focus parallel those of Sun Life.
• Execute strategies/tactics to increase market share and sales.
• Co-ordinate the preparation of case presentation materials for channel producers.
• Provide quality service to channel producers.
• Build relationships with channel producers and provide products and services which address customer needs.
• Deliver seminars within local markets which serve to educate channel producers, employees and customers regarding Sun Life as well as the financial services industry in general.
• Maintain a current understanding of local markets and competitive intelligence.

Strategic Business Direction:

Assist the Regional Distribution Vice President in the development of a strategic/tactical plan for the Region that will provide direction for the marketing and sale of Sun Life Financial products and services through advisory distribution channels.

Operational Planning and Management:

Ensure all business development activities are conducted within approved Sun Life policies, procedures and guidelines and in compliance within all external regulations.

What do you need to succeed?

• Expert Insurance product knowledge
• In-depth knowledge of the financial service industry and the competitive marketplace (products, market positioning, value proposition, etc.).
• Expert understanding of the sales process.
• Good understanding of case design methodology.
• Good understanding of software used by Sun Life Financial to facilitate sales process (e.g. sales illustration software, financial planning software, proprietary concepts, etc.).
• Good understanding of tax and estate planning.
• Good understanding of underwriting requirements and procedures.
• Good analytical and problem-solving skills.
• Highly-developed priority management skills.
• University degree or equivalent business experience.
• 5 years' financial services experience, preferably in a sales role.
• Attained or working towards CFP or CLU designation.
• Representative Certificate in Insurance of Persons

Notes/Unique Requirements:​

• Extensive local travel will be required.
• Some extended hours may be necessary.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

Job Category:

Posting End Date: