You believe life is about aiming high and making an impact. At Sun Life Financial, we work together, share common values and help each other grow and achieve goals.
 
With roots tracing back to 1865 in Canada, Sun Life Financial has grown to become an established and trusted name in insurance and financial services, with offices and operations in key markets around the world. We recognize that our growth, success and reputation for excellence are due in large measure to our talented and dedicated employees.
 
The Individual Insurance and Investments 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.
 
Role Summary:
 
The Financial Centre Resource Team Leader (FCRTL) provides the necessary leadership for all FC Staff roles, which includes the PMP (Performance Management Process), 1 on 1 meetings and coaching and counseling team members; ensuring clear accountabilities for each member of the team are in place. Their goal is to model and support the necessary administrative resources to enable the FC to meet their sales targets and equip advisors to be self sufficient in the use of technology to make sales, service their blocks of business, and operate their business efficiently. The FCRTL reports jointly to the Financial Centre Manager and National Operations Manager (see comments under Key relationships below).
 
Main Accountabilities: 

• Leads the FC resource administration team and responsible for ensuring the accountabilities for each team member contribute to an effective resource team 
• Completes regular 1 on 1 reviews with each team member ensuring their PMPs 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 the needs 
• Coordinates the FC training program in concert with the sales management team, based on the needs of the FC within the H.O. training governance framework 
• Delivers initial and on-going advisor training, prepares training schedules, arranges for presenters
• Provides training on various sales support systems such as ABC, CDS, PATH and EOS
• Runs group training sessions or provides one-on-one training, on topics of technology, product and procedures 
• Provides just-in-time PC trouble shooting to resolve technology problems 
• Provides just-in-time information on insurance products/procedures 
• Manages technology upgrades and DVD rollouts
• Delivers training on compliance and market conduct topics as required

Competencies: 

• Excellent communication skills 
• Good leadership and people skills 
• Strong self management skills 
• Ability to transfer knowledge 
• Ability to recognize what individuals need to learn and how to respond to the need with training 
• Excellent presentation and facilitation skills 
• Ability to multitask and work in a fast-paced and constantly changing environment 
• Excellent relationship and team building skills 
• Excellent PC skills (Windows XP, Microsoft office, Lotus notes)
• Ability to demystify technology 
• Demonstrated ability to learn and to create an atmosphere to motivate others to learn
• Self starter and able to work with little or no direction.

Decision-Making:
 
As a team lead the FCRTL is required to model the desired behaviours within the FC that ensure a solid competitive sales business atmosphere. While the FCRTL uses prepared advisor training material, this is often adapted to the needs of advisors in their centre. The FCRTL, in consultation with the FCM, recommends the training schedule and training topics and decides on the location and format of the training they deliver. Because their accountabilities are varied they need to decide on which problem or situation to act on first. Their decisions impact advisors, which may impact sales and retention of advisors; and may impact staff morale in the FC if not paying sufficient attention to staff technology learning needs.
 
Unique Requirements:

• The number of advisors attached to a Financial Centre determines the variety of work the FCRTL is involved in. In small Financial Centres, the FCRTL needs to back up the administrative accountabilities described in the FC Administrator role description. 
• The location of non-occupant advisors determines the extent of the FCRTL's travel. Travel is expected to regional/national training sessions or meetings. The FCRTL will have Financial Centre Technology Trainers and Financial Centre Administrators reporting to them which adds to the required skills, diversity and complexity of their role. FCRTLs assume responsibilities to oversee day to day premises issues. The position requires strong technical as well as strong people skills. The variety of accountabilities, the scope of knowledge required, as well as the diversity and number of individuals with whom the FCRTL is in regular contact with reinforces how their role can be key to the success of the FC. 

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
 
Sun Life Financial promotes equal opportunity employment.
 
Please visit us at www.sunlife.ca