Director of Wealth and Insurance Sales, Client Solution Centre

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:

Internal job title: Director, CSC Insurance Sales and GRS In Plan Client Experience

Are you a skilled leader committed to developing and supporting a high-performing team? Do you have a passion for helping clients meet their goals? Do you thrive in a fast paced, results-focussed, collaborative environment? Then consider joining the Client Solution Centre (CSC) as Director, CSC Insurance Sales and GRS In Plan Client Experience!

We are seeking an experienced Sales leader to support our team of Managers, Financial Services Consultants (FSCs) and Associates in providing our clients with Wealth and Insurance solutions and advice. The right candidate is a results-oriented, proven leader with a passion for supporting clients in a call-centre environment. They understand a strong client experience, industry-leading advice and a personalized, needs-based sales process is the way to meet and exceed sales targets. The incumbent will lead through influence and excel at partnership and collaboration. They will create a team environment that motivates and inspires teams to deliver strong, consistent results.

In this position you will play a critical role supporting the Client Solutions Centre (CSC) in delivering on our Client Experience Vision and driving significant growth in our client outcomes. The role includes both direct management of client-facing teams (total team size of ~50) as well as coordination with partner teams in GRS and the CXO to provide solutions through our digital channels. You will support continuous improvement initiatives and test and learn pilots to deliver on the CSC's strategy and ambitious sales targets of $4B in wealth solutions and $26M in Insurance solutions. You will also coordinate with other departments to serve our clients, including other teams in the CSC as well as our Advisor and Service channels. Reporting to the AVP, CSC Sales & Sales Strategies, this role will join our Sales and Sales Strategies Leadership team and the broader cross-functional team providing support to our GRS and Choices clients.

What will you do?

• Lead a team of managers and their respective teams to achieve sales and retention objectives
  • Communicate a clear vision for the management team and empower them to activate tactics to achieve it
  • Inspire your broader team with a deep understanding of their roles, our clients, and our business, and strong judgment on where to invest time and resources
  • Maintain a strong focus on development and culture to attract, develop and retain a high-performing, engaged, and diverse team
  • Leverage data to regularly monitor the business, identify opportunities, and take action (including initiation of more complex analysis and modelling through Finance and Analytics partners where required)
  • Effectively manage staffing levels, workloads and succession planning to ensure stability for the team and deliver responsible expense management
  • Evolve the service model in line with strategic objectives, coordinating a strong client experience across channels and life stages that supports our purpose of helping clients achieve lifetime financial security and live healthier lives
  • Navigate support with adjacent teams to administer training, coaching, compensation, and rewards & recognition programs that effectively prepare and motivate FSCs to deliver strong outcomes for our clients
  • Monitor and evolve omni-channel campaign tactics to optimize client and business outcomes
  • Partner with other leaders in GRS and the CXO to deliver a consistent, high quality experience across our channels, including shared insights on client pain points and areas of interest
  • In partnership with our Legal, Compliance, and Enablement colleagues, maintain a strong awareness and understanding of the legislative and regulatory requirements as they pertain to our business and ensure compliance through processes, scripting, training, systems, and support tools
  • Drive for continuous improvement in an effort to optimize sales and client loyalty, increase FSC productivity and effectiveness, and enhance the client experience
• Support the CSC's strategic direction as a member of the CSC's Management team
  • Demonstrate a deep understanding of the interdependencies of our teams to serve our clients, approaching all problems from the client's perspective and leveraging Sun Life's broad offering to meet their needs
  • Actively contribute to strategy sessions, Director team meetings, and Sales Leadership huddles to shape our strategic vision and deliver on annual objectives
  • Work with AVP, CSC Sales & Sales Strategies to set objectives and implement key strategic initiatives across the broader Sales team of 140+ people
  • Support goals of the broader CSC/GRS team, driving outcomes for your Sales Director peers and supporting key initiatives from Strategy, Enablement, and other partner teams

What do you need to succeed?

• 5 to 10+ years of experience in a telephone sales environment (wealth and/or insurance industry preferred)
• 5 to 10+ years of experience in leading and developing client facing teams
• A strong understanding of the financial services marketplace, particularly Wealth products and services
• Experience leading a goal-oriented sales team focused on delighting clients through exceptional interactions
• Experience creating a motivating, engaged, and inclusive team culture in a remote/hybrid setting
• Excellent analytical, communication and presentation skills to effectively assess and communicate the health of the business and identify opportunities
• Strong commitment to development, with experience managing other leaders to their full potential
• Deep understanding of blended outbound and inbound sales strategies
• Ability to collaborate effectively across teams and make tough prioritization decisions to optimize results
• Strong judgement and business acumen, with the ability influence others to gain alignment and drive outcomes
• A strong understanding of the financial services marketplace, particularly Wealth products and services
• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Assets:

• Undergraduate Business or equivalent university degree or college diploma
• Experience with Salesforce
• Experience with digital tools and marketing

Unique Requirements:

• This role has a flexible work arrangement, but office presence would be expected at least weekly
• The role is based out of our Montreal or Toronto office, with approximately 2-4 visits annually to the other site

What's in it for you?

• Anchored to our Purpose, our Sustainability Plan has three pillars which represent the areas where we have the greatest opportunity to drive positive impact in society: increasing financial security, fostering healthier lives, and advancing sustainable investing
• Stock Ownership Program gives you the chance to invest in Sun Life and get a company match
• Wellness programs that support the three pillars of your health - mental, physical, and financial
• In 2025, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 16th consecutive year, leading Canadian insurers
• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work
• We're also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

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.

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