• Type of position : Contract
• Geographic area : Saskatchewan, Regina

• Job field : Accounting, finance and insurance
• Main duties :
  • Teacher / Instructor
• Specializations : *General

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.

This is a 13 month Maternity Leave contract

Role Summary:

The Financial Centre Resource Team Leader (FCRTL) - Regina provides the necessary leadership for all Financial Centre (FC) Staff roles, which includes the Performance Management Process (PMP), 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 Regional National Operations Manager.

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 Head Office (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:
* 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
Notes/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

Sun Life Financial promotes equal opportunity employment.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Please visit us at www.sunlife.ca

Sun Life Financial: focused on excellence

Sun Life Financial, chartered in Montreal in 1865, is a leading financial services organization providing a diverse range of life and health insurance, pension and investment products and services to individuals and corporate customers. Sun Life and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, India and Asia.

In Quebec, the Sun Life team is made up of 1400 employees and 700 financial advisors. The company was named to the list of Canada’s Top 100 Employers, published by Mediacorp Canada Inc. and Maclean’s magazine, and demonstrates community involvement through its wide-ranging philanthropy program.

Be part of a high-performance team that values self-starters and team players, along with professionalism, respect and trust.