Strategic Initiatives and Sales Enablement

Description:

• Actively support and participate in the development and implementation of the Prospr by Sun Life value proposition, especially as it relates to the role advisors play

• Monitor and develop a perspective on competitors, new entrants and Sun Life positioning for Prospr by Sun Life. Evaluate potential strategic alliances with external parties, if applicable

• Support the sales organization by developing ongoing training and technical supports for them (in partnership with the sales leadership and SLFD) and being an effective advocate for the Prospr by Sun Life advisor

• Research complex business issues and provide insights, direction, guidance and recommendations with a focus on the customer and advisor experience and interaction

• Ensure there is sound financial management, tracking and measurement of all key business activities within any recommended initiatives

What do you need to succeed?

• Strong business acumen and financial literacy

• A passion for sales, sales support, and motivating an advisory practice

• Strategy development and management experience

• Demonstrated leadership in coordinating the delivery of projects and working within a matrix organization

• Thought leadership, curiosity and comfort challenging the status quo

• Executive level presentation skills - written and oral - with the ability to produce PowerPoint and Excel-based presentations and effectively communicate the “so what’s” at all levels within the organization

• A positive, energetic attitude

• Proven interpersonal skills

• Ability to work effectively in a fast-paced, ever-changing environment

Leadership Competencies:

• Visioning: Identifying long term goals and championing the implementation of different or alternative ideas

• Organizational Savvy: Recognizing and understanding organizational politics and working organizational dynamics to accomplish objectives

• Advisor Focus: Anticipating advisors' needs and designing, promoting, or supporting the delivery of products and services that exceed advisor and customer expectations

• Planning and Organizing: Effectively organizing and planning work according to organizational needs by defining objectives and anticipating needs and priorities

• Influencing and Persuading: Convincing others to adopt a course of action

• Innovation: Generating novel and creative solutions to problems that will result in improved performance, better outcomes, higher productivity, etc

• Teamwork and Collaboration: Effectively working and collaborating with others towards a common goal

• Driving for Results: Challenges and pushes the organization and self to excel and achieve

• Championing Change: Taking action to support and implement change initiatives effectively

• Resilience: Effectively dealing with work related problems, pressure, and stress in a professional and positive manner

• Negotiation: Identifying the needs and motives of both parties involved in working towards mutually beneficial agreements