ADP Sales Manager
Core
Lead, coach, and develop a team of Insurance and/or Wealth licensed Advisors within Sun Life's Advisor Development Program to accelerate their growth and sales productivity.
Role type
Senior IC sales manager (advisor development)
Builds
A pipeline of successful financial advisors and sales results for the Advisor Development Program
Domain
Financial services (Insurance and Wealth)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Sales leadership, coaching and developing advisors, performance management, data analysis, stakeholder management, regulatory compliance knowledge, strategic planning, team building, client retention strategies, workforce planning
Preferred skills
Canadian Securities Course (CSC) or IFIC certification, Life/Health insurance licensing, MFDA Branch Manager status
Technologies
CRM systems, analytics tools, sales enablement platforms
Responsibilities
Lead and coach a team of licensed advisors to build sales capabilities and confidence; Design and execute client contact campaigns and assisted advice strategies; Monitor advisor progress and identify development opportunities; Collaborate with cross-functional teams including recruiting, learning, and compliance; Drive achievement of sales activity, productivity, and conversion objectives; Manage day-to-day sales and service functions including scheduling and coverage.
Seniority
Senior, hands-on IC