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Sun Life

Global financial services for insurance, investments

Director of Sales - Inside Sales

Account Management +1Confirmed live in the last 24 hours
Full-timeToronto, ON, Canada

About the Job

Requirements

  • A university degree or post-secondary education is required.
  • A Life and Health Insurance License is required.
  • Knowledge of insurance and health products and operations is required.
  • The Chartered Financial Planner (CFP) or Certified Life Underwriter (CLU/AVA) designation is an asset.
  • Leadership experience with proven results is an asset.
  • Candidates should be highly organized and detail oriented.
  • Candidates should have excellent written and verbal communication skills.
  • Candidates should be able to manage multiple priorities simultaneously under tight timelines.
  • Candidates should have strong partnering skills and the demonstrated ability to work with multiple stakeholders.
  • Five to seven years of proven success in a sales role is an asset.
  • Candidates should have superior relationship-building skills.
  • Candidates should know the insurance industry and its competitors, including market segmentation and trends.
  • Candidates should have proven networking skills with advisors and sales leaders.

Responsibilities

  • Support the regional sales team in achieving insurance, health, and retention targets by developing and managing sales-promotion forums, including sales campaigns.
  • Build and maintain relationships with internal and external partners who can aid sales objectives.
  • Manage escalations reported by the region and escalate them to the Regional Vice President if necessary.
  • Support market-share growth by strategizing ways to increase advisor penetration and overall sales.
  • Manage support functions, including Business Development Managers, Inside Sales, and the Regional Coordinator.
  • Support the Regional Vice President in firm relationship management at the senior leadership level.
  • Manage front-line escalations.
  • Improve sales results through Inside Sales and business-management campaigns.
  • Manage some advisor and firm relationships.
  • Work with Directors of Sales nationally to define, promote, and share best practices.
  • Support the regional team in identifying sales opportunities through new or existing relationships.
  • Identify, monitor, and mitigate potential risks to the company.
  • Manage the team's budget effectively.
  • Assist the Regional Vice President in developing a strategic plan for the region to direct the marketing and sale of Sun Life Financial products and services through advisory distribution channels.
  • Consult on complex Tier 1 cases.
  • Plan and maintain accountability for budgets.
  • Support Business Development Representative onboarding.
  • Provide input into sales-target discussions from a firm perspective.
  • Liaise with Insurance Sales Representatives to maintain relationships with advisors.
  • Collaborate with colleagues nationally on key initiatives.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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