Chef/Cheffe de l'équipe des ressources/ Resource Team Leader
About The Position
The Resource Team Leader (RTL) provides leadership and management for a team of high-caliber financial center management assistants and ensures their development. Their objective is to enable advisors, advisor staff, and managers to obtain the training they need. They must identify needs and provide the required training on Sun Life requirements, tools, technology, and administrative processes. The RTL works in collaboration with district managers to ensure they adopt the required technologies, working with the digital projects office, distribution. The RTL must ensure the operational efficiency of the district's financial center locations, including the efficiency of processes related to premises, technology, financial center administration, advisor offices, and client management, in accordance with national policies.
Requirements
- Secondary school diploma and 3 to 6 years of experience, or equivalent combination of education and experience
- Excellent knowledge of office automation (Windows, Microsoft Office, Salesforce)
- Ability to work independently and with all members of the financial center team
- Strong persuasion and communication skills (written and verbal)
- Ability to multitask, prioritize, and work in a demanding, fast-paced, and constantly evolving environment
- Good coaching, performance management, and persuasion skills
- Ability to learn and create an environment that motivates others to learn
- Customer service and client-focused approach
- Presentation and facilitation skills
- Ability to work in a matrix environment
- Commitment to personal and professional development
- Experience in coaching, leadership, financial services, and relationship management, and ability to influence team members
Nice To Haves
- University degree or college diploma preferred
Responsibilities
- Responsible for the operations of financial centers
- Lead the financial center resource management team
- Regularly meet with each administrative staff member to ensure their objectives align with the needs of the Company and the financial center, as well as their job requirements
- Assess advisors' learning needs and recommend training that meets those needs
- Provide initial and ongoing training to advisors, schedule training, and arrange for speakers
- Ensure technology adoption, working with the digital projects office, distribution, and the leadership team
- Provide group or individual training related to various sales support systems, including technology, products, and procedures
- Provide immediate troubleshooting service to resolve computer-related issues
- Provide timely information on insurance-related products and procedures
- Provide training on topics related to legal compliance and professional conduct as needed
- Propose ideas for continuous improvement and support activities at the financial center
- Manage facilities (premises and equipment)
- Oversee administrative processes and ensure they comply with national policies and increase efficiency in the various financial center locations
Benefits
- Supportive, flexible, and inclusive work environment
- Collaborative leaders and colleagues
- Opportunities to learn, grow, and succeed
- Hybrid work model offering choice and flexibility to work from both the office and virtually
- Potential for participation in various incentive plans
- Sales incentive plans based on individual or group sales results (for certain sales-focused roles)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
