Description:
Work with the Regional Vice President (RVP) to develop and execute annual holistic business plans, focused on both Wealth and Insurance (sales growth, financial results, productivity, client engagement, SVFA plan completion, governance metrics, etc.) and cascade targets plans to District Level
Monitor achievement of business targets and adjust activities as required
Implement tactics to grow revenue (premium and wealth deposits) and client base while actively promoting improved Advisor productivity, proficiency, and efficiency
Embrace new capabilities and services introduced; ensure proper adoption by Managers and Advisors
What do you need to succeed?
Business acumen, deep product knowledge (insurance and wealth products) and an understanding of the market, competition, and industry in general
Strong sales and business development skills
Ability to influence and interact with all levels of the organization
Expert knowledge of all required regulatory, oversight and compliance requirements
Problem solving, analytical and decision making skills including the ability to build consensus
Sound coaching and performance management skills
Excellent communication skills (written and oral) including the ability to influence and negotiate
Committed to ongoing personal and professional development
Proven track record of success, leading, influencing and implementing business strategies requiring knowledge and understanding of the financial services industry
Organization | Sun Life |
Industry | Management Jobs |
Occupational Category | District Director |
Job Location | Vancouver,Canada |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Experienced Professional |
Experience | 5 Years |
Posted at | 2023-03-02 4:32 pm |
Expires on | 2024-12-24 |