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Job Description:
Leading and management of the entire sales function of the cluster primarily on manpower expansion and business growth.
Job description (heading) / Description du poste (titre)
- The Cluster Head will lead the channel management team and agency management team to expand Sun Life’s manpower and business in the assigned areas. He/she will oversee the execution of agreed strategic and tactical action plans to ensure delivery of the cluster’s business objectives for the short to medium term.
Preferred skills (heading) / Compétences particulières (titre)
- In-depth knowledge of agency fundamentals: sales & management process, rewards & recognition, performance management, compensation
- In-depth knowledge and skills in management: visioning and goal setting, business review and planning, execution and monitoring, managing resources, managing change, managing conflict
Qualifications (heading) / Compétences (titre)
- Advanced knowledge in financial products & personal financial planning
- Basic knowledge: actuarial & product development, underwriting & policy administration, investment, agency compliance, government regulations relating to insurance sales
- Professional education: LOMA courses or designation, Financial Planning courses or designation (e.g., SLF-AIM, RFC, RFP, ChFC)
Responsibilities (heading) / Responsabilités (titre)
- Designing and over-seeing execution of tactical action plans.
- Lead and direct key initiatives that will build the quantity and quality of the sales force to maximize current and future business opportunities.
- Leadership development: Lead and direct key initiatives to strengthen the Field Manager bench of the cluster.
- Execution discipline: Strengthen the execution discipline of both the channel management team, and the branch management teams
- Resource management
Job Category:
Sales - Distribution Support
Posting End Date:
29/04/2025
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