Service to Sales Manager

Position: Service to Sales Manager at Sun Life
Join Sun Life as a Service to Sales Manager, where you’ll lead a team dedicated to delivering exceptional service and identifying sales opportunities. Drive client success and team excellence in a hybrid work environment.

In this key leadership role, you will manage Insurance and Wealth Associates while fostering a culture of performance and accountability. Your focus on employee development, inclusive team management, and client-first approaches will directly enhance service quality and sales outcomes. Collaborate with cross-functional partners to ensure strategic alignment and operational efficiency.

Key Responsibilities:

• Lead a team of Insurance and Wealth Associates

• Coach for best-in-class service and sales identification

• Monitor performance indicators and manage scheduling

• Oversee campaign delivery and client outreach

• Identify operational gaps and recommend improvements

Requirements:

• Proven leadership in financial services or contact centre

• Strong coaching and performance management skills

• Knowledge of Sun Life’s insurance and investment products

• Ability to analyze data for operational insights

• Excellent communication and stakeholder management skills

Cultivate exceptional service and sales expertise at Sun Life, ensuring that client needs are met effectively.
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