Job Description:
Are you ready to embark on an exhilarating journey in the world of financial services? Sun Life is seeking a visionary sales leader to spearhead our team of Advisors and Financial Planners on our innovative Prospr Team. This isn't just a job – it's an opportunity to shape the future of financial advice and make a lasting impact on people's lives!
As a key player in Prospr's success story, you'll:
- Inspire and guide a high-performing team of Insurance and Wealth Advisors
- Embrace a "test and learn" approach, constantly pushing the boundaries of what's possible
- Lead the charge in developing cutting-edge processes and capabilities
- Be at the forefront of agile innovation in the financial services industry
What’s in it for you?
The reasons to join our team are as diverse as the people who work here.
Here are some examplesof what’s in it for you:
- Flexible benefits package that adapts to your life from day one
- Pension, Stock and Savings programs to help build and enhance your future financial security
- Fitness and Wellness programs that help you balance work and life and enjoy a healthier lifestyle
- The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development.
- Be part ofa new, evolving and innovativeteam as well as contribute to shaping the future of the business.
- Work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideasand be heard
What will you do?
People Leadership and Sales Management:
- Lead a team of Insurance and/or Wealth licensed Advisors
- Provide day to day guidance and direction to the team to achieve sales results
- Provide individual coaching and performance management support
- Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the teams are functioning optimally
- Workforce planning and scheduling to ensure optimal coverage
Sales Strategy & Delivery:
- Work closely with leadership team to design, execute and measure client contact campaigns, supporting Assisted Advice strategies
- Relentless focus on data and insights for the team collaborate with Analytics team, drive to close data gaps, analyze results, provide feedback, and recommend improvements to leadership.
- Assist in the creation of a client and sales-centric atmosphere including a focus on client retention and loyalty
- Ensure that Advisors and Financial Planners maintain their understanding of wealth, life, health benefits products, and trends with the marketplace
- Build and maintain relationships with Individual distribution team, Dealer leaders and compliance partners
Continuous Improvement:
- Be a catalyst for positive change, identifying areas for growth
- Identify strengths/gaps to develop team capability and skills turning good to great
- Work with the best practices function, represent and advocate for the teams change requirements to ensure training and process improvements are timely and relevant
What do you need to succeed?
Key Skills and Experience:
- 8+ years of sales leadership experience
- Strong knowledge and understanding of Distribution, Insurance and Wealth business
- Excellent interpersonal skills and proven ability to collaborate across all levels
- Strong analytical, organizational, and presentation skills
- Excellent communication skills, both written and verbal
- Flexibility and the ability to adapt to a frequently changing regulatory environment
- Passion for relationship building: managing relationships with key external and internal business partners
- Strong sales and service orientation
- Knowledge and experience of industry compliance standards and practices
Licensing requirements (preferred not required):
- Successful completion of the Canadian Securities Course (CSC) or IFIC
- Life, Accident and Sickness licensed
- MFDA Branch Manager status, includes successful completion of the Branch Managers Course, and minimum of 2 years relevant experience
Are you ready to lead the charge into the future of financial services? Join us at Sun Life's Prospr Team and turn your career aspirations into reality!
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
85,000/85 000 - 128,000/128 000
Job Category:
Sales - Client Relationship Management
Posting End Date:
24/11/2026
