Area Sales Manager developing and leading a sales team in beverage distribution at Southern Glazer’s. Focusing on customer relationships, sales activities, and team performance.
About the role
- Sales Manager overseeing Advisor development and training at Sun Life Financial. Focused on coaching and managing client relationships.
Responsibilities
- Work closely with SLFD Field Leaders to provide feedback on Advisor Trainee performance.
- Coach Advisor Trainees on sales performance and client interaction.
- Play a key role in onboarding and training Advisor Trainees.
- Manage a team of licensed Advisors, including monitoring team’s activities and providing day to day direction.
- Work force planning and scheduling 1:1 coaching and performance management.
- Proactively identify knowledge requirements and process improvements for the team.
- Identify strengths/gaps to develop team capability and skills.
- Work with the Recruiting & Strategic Growth team to align on overall ADP coordination.
- Collaborate with Analytics team, drive to close data gaps, analyze results, provide feedback, and recommend improvements to leadership.
- Assist in the creation of a client and sales-centric atmosphere including focus on client retention and loyalty.
- Manage the day-to-day sales and service function, ensuring that both sales and service elements are functioning optimally.
- Ensure that Advisors are developing their understanding of products and trends with the marketplace.
- Build and maintain relationships with individual distribution team, Dealer leaders and compliance staff.
Requirements
- Successful completion of the Canadian Securities Course (CSC) or IFIC Life, Accident and Sickness licensed.
- Strong knowledge and understanding of Mutual Fund Industry.
- Excellent interpersonal skills and proven ability to collaborate across all levels.
- Strong analytical, organizational, and presentation skills.
- Excellent communication skills, both written and verbal.
- Flexibility and the ability to adapt to a frequently changing regulatory environment.
- Passion for relationship building: managing relationships with key external and internal business partners.
- Strong sales and service orientation.
- Post-secondary education or relevant job experience.
- Good working knowledge of industry distribution systems.
- Knowledge of insurance laws and regulations, and the ability to apply it in practical situations.
- Knowledge and experience of industry compliance standards and practices.
- Awareness of other laws and regulations, such as the criminal code and other aspects of civil and common law.
- MFDA Branch Manager status, includes successful completion of the Branch Manager’s Course, and minimum of 2 years relevant experience.
- Knowledge of Salesforce.com platform.
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Pension, stock and savings programs to help build and enhance your future financial security.
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