International Sales Setter generating qualified leads for autofox’s AI - powered automotive SaaS. Qualifying global prospects and booking appointments for closers across international markets.
About the role
- Sun Life sales manager coaching Advisor Development Program participants. Driving advisor readiness, productivity, sales performance, and future financial-services talent development.
Responsibilities
- Lead, coach, and develop a team of Insurance and/or Wealth licensed Advisors
- Support advisor onboarding and readiness through expectation setting, success measures, and program milestones
- Develop early-career advisors’ skills, confidence, and business acumen
- Provide structured coaching, feedback, developmental experiences, and individualized development plans
- Provide day-to-day guidance to support advisor development, productivity, and sales results
- Support foundational sales capabilities, including prospecting and holistic needs-based conversations
- Monitor advisor progress and support transitions to the next stage of their careers
- Manage the day-to-day sales and service function
- Plan workforce scheduling to ensure optimal coverage
- Design, execute, and measure client contact campaigns supporting Assisted Advice strategies
- Analyze data and insights, close data gaps, provide feedback, and recommend improvements
- Support client retention and loyalty
- Maintain advisor and financial planner understanding of wealth, life, and health benefits products and market trends
- Build relationships with Individual Distribution, Dealer leaders, and compliance partners
- Drive advisor development, sales activity, productivity, progression, and conversion objectives
- Identify capability gaps and opportunities for growth
- Advocate for timely training and process improvements
Requirements
- 8+ years of sales leadership experience
- Strong knowledge and understanding of Distribution, Insurance and Wealth business
- Demonstrated ability to coach, develop and manage advisors in a performance-driven sales environment
- Excellent interpersonal skills and proven ability to collaborate across all levels of the organization
- Ability to work effectively in a complex, matrixed environment
- Strong analytical, organizational, and presentation skills
- Ability to translate data into insights and recommendations
- Excellent written and verbal communication skills
- Flexibility and ability to adapt to a frequently changing regulatory environment
- Passion for relationship building with key external and internal business partners
- Strong sales and service orientation
- Knowledge and experience of industry compliance standards and practices
- Licensing requirements listed as preferred, not required: Canadian Securities Course (CSC) or IFIC; Life, Accident and Sickness licensed; MFDA Branch Manager status, including successful completion of the Branch Manager’s Course and minimum of 2 years relevant experience
Benefits
- Flexible benefits package that adapts to your life from day one
- Pension, Stock and Savings programs
- Fitness and Wellness programs
- Flexible work arrangement with the choice to work from the office and virtually
- Personal growth and career development opportunities
- Continuous improvement and professional development opportunities
- Positive, dynamic, and collaborative work environment
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Degree requirement
No Education Requirement
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