Job Description
:Location: Victoria (in office position)
Needs to have a valid driver's licence- ravel is expected to other offices, regional/ national training sessions or meetings as required.
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
Why join Sun Life:
Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative and inclusive culture
A collaborative and interactive team environment
Being part of our journey in developing the next greatest digital experience
Working together, sharing common values and encouraging growth & achievement
Resource Team Leader • Victoria, British Columbia
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