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Sales Support Manager

Canada Life

This is a Full-time position in Waterloo, ON posted August 8, 2022.

Job Description We are Canada Life Being a part of Canada Life means you have a voice.

This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here.

You’re part of a diverse and inclusive workplace where your career and well-being are championed.

You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians.

It’s our driving force.

Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Be your best at Canada Life.

We are looking for a Sales Support Manager We’re launching the Canada Life™ Financial Solutions Centre – a team of financial services representatives who’ll provide consistent, right-sized advice, tailored to meet the needs of smaller clients.

The Financial Solutions Centre offers advisors the capacity to grow their business and enables Canada Life to deliver on-going value to Canadians.

For advisors, our aim is to help them: Create more time to focus on productive activities Deepen their relationships with their target client segments Meet rising regulatory and consumer expectations For clients, we’re offering a professional service model that provides different ways to manage their plans and access advice.

We understand clients’ expectations are changing and Canada Life is working on new ways to meet them.

Acting in partnership with the Assistant Vice-President, this role oversees the successful operation of the Financial Solutions Centre (day-to-day and long term), provides leadership to the sales support roles on the team servicing inbound/outbound client contact, ensuring the team is set up to help the sales teams identify opportunities, serve clients and enable growth.

The incumbent will be a cross-functional liaison to back-office operations leaders and peers, including: Quadrus Dealer Operations, Individual Customer Operations, Group Customer, etc.

What you will do Lead the talent in each of the sales support roles within the Financial Solutions Centre, providing oversight of those responsible for the direct order servicing activities for client accounts, including updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow up and adjustments Manages projects aligned with the strategic growth plans and priorities for the Centre Handles escalated and complex service issues from internal and external sources Plans and directs operational/infrastructural aspects of the Centre, including business planning, budgeting, tracking progress to achieve sales and service targets, premises, technology implementation, etc.

Foster high performance sales support and enablement culture by utilizing effective human resource and performance management techniques to hire, train, coach, mentor and develop Ensure procedural, regulatory, compliance and departmental policies are followed by team members Create and maintain positive and collaborative working relationships with advisors and head office partners Identify ways to leverage technology with emphasis on expense efficiency and provide guidance on system, process, servicing model dependencies and procedural design for the Centre Drive results and contributes to change processes that improve organizational performance and creates a culture of accountability Connect disparate bits of information to create a holistic viewpoint and understanding Timely dissemination of KPI/reporting dashboards: Financial reporting (sales, AUM, of clients, expenses, earnings) Service levels What you will bring Post-secondary education required 6-9 years of related experience with sales support, operations and people leadership Deep understanding of the business environment and internal/external customer needs and identifies business opportunities that create a competitive advantage Ability to foster collaborative relationships and engage to inspire the right outcome through partnerships and mutual respect Ability to assess and prioritize work, identify key issues and manage multiple projects at any given time through efficiency and attention to detail Remains focused, composed, and optimistic – resilient, adaptable and able to anticipate hurdles Experience in facilitating meetings and presenting concepts through a variety of communication mediums Strong knowledge of investment products (mutual funds and segregated funds), as well as savings and income plans (e.g.

RRSPs, LIRAs, RRIFs, LIFs, TFSA’s, etc.).

Demonstrates a strong understanding of the financial planning process Understands Individual Insurance solutions such as life, critical illness and disability insurance as well as Group Retirement and Group Life and Health solutions Solution-oriented strategic thinker/problem solver with mastery in business planning, business drivers and numerical analysis IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is an asset Extensive mutual fund, mortgage and/or insurance industry background, including product knowledge, processing and compliance Highly effective listener and communicator, both in written and oral form among varied audiences and stakeholders Understanding and commitment to rigorously improving the customer journey Keen attention to detail and executes with bias toward action ensuring service levels and client expectations are consistently met Be your best at Canada Life
– Apply today We are one of Canada’s top 100 employers Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings.

We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted LI-DT1 LI-Remote IND