Resource Team Leader

Job Description

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Resource Team Leader

Description – Internal

Role Summary:

The Resource Team Leader (RTL) provides the necessary leadership and development for a team of high performing Financial Centre Administrators. The RTL’s goal is to enable Advisors, Advisor staff and managers, in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and administrative process training, in partnership with their District Managers (DM) and aligned with Head Office Professional Development programs. This role is also accountable for the operational effectiveness of Financial Centre locations which can include, premises, technology, administrations, advisor office managements and client management processes.

Main Accountabilities:

• Responsible for running the operations of the FC locations
• Leads the FC resource administration team
• Completes regular one on one reviews with each team member ensuring their goals and objectives reflect the needs of the company, the FC as well as the requirements of the job
• Assess advisor learning needs and recommend training required to meet the needs
• Enable technology adoption, working in partnership with the Distribution Digital Office and Management team
• Coordinates the FC training program based on the needs of the FC
• Delivers initial and on-going advisor training, prepares training schedules, arranges for presenters
• Provides training on various sales support systems - topics of technology, product and procedures, through group training or one-on-one sessions.
• Provides just-in-time PC trouble shooting to resolve technology problems
• Provides just-in-time information on insurance products/procedures
• Delivers training on compliance and market conduct topics as required
• Facilities management (premises & equipment)
• Oversee administrative process, operating within national policies driving efficiency and effectiveness across locations

Competencies:

• Strong client relationship skills and a client centric mindset
• Ability to multitask, prioritize and work in a fast paced, demanding and constantly changing environment
• Sound coaching, performance managers and influencing skills
• Presentation and facilitation skills with the demonstrated ability to learn and create an atmosphere to motivate others to learn
• Strong influence and communication skills (written and oral)
• Ability to work in a matrix environment
• Committed to ongoing personal and professional development
• Excellent PC Skills (Windows Operating system, Microsoft Office, Salesforce)
• Ability to work independently and with all members of the FC Team

Qualifications:

• University degree with 3-6 years of experience or an equivalent combination of education and experience – Degree or college diploma preferred
• Experience includes coaching, leading and influencing teams, previous experience in the financial services and relationship management
• Bilingual as required

Unique requirements:

The location of other Sun Life offices determines the extent of the Resource Team Lead's travel. Travel is expected to other offices, regional/ national training sessions or meetings as required.