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Sun Life Financial, Inc.

Bilingual ADP Sales Manager

Reposted 2 Hours Ago
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In-Office
Montréal, QC, CAN
Senior level
In-Office
Montréal, QC, CAN
Senior level
Leads and coaches insurance and wealth advisors in Sun Life’s Advisor Development Program. The role manages onboarding, readiness, performance, sales productivity, client campaigns, workforce planning, and advisor progression. It uses data and analytics to identify capability gaps, improve sales outcomes, and recommend process changes. The manager partners with distribution, compliance, recruiting, learning, operations, and analytics teams while ensuring advisors understand relevant financial products, market trends, and compliance standards.
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You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.


Job Description:

Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the growth, productivity and readiness of advisors within Sun Life’s Advisor Development Program. This program provides a unique opportunity to help high potential candidates accelerate their development and establish successful advisory careers at Sun Life.

In this role, you will lead, coach and develop a team of advisors, helping them build confidence, strengthen sales capabilities and deliver meaningful outcomes for clients. Through structured coaching, performance management and partnership with field leadership teams, you will support advisor success while fostering professional growth and business development.

This is an opportunity to help shape the future of financial advice and make a lasting impact on the success of advisors, clients and communities we serve.

What will you do?

People Leadership and Sales Management:

  • Lead, coach and develop a team of Insurance and/or Wealth licensed Advisors
  • Support the onboarding and readiness of advisors, through expectation setting, success measures and key milestones within the program
  • Champion the development of early career advisors, helping high-potential talent build the skills, confidence, and business acumen required for long term success
  • Create an environment that accelerates advisor growth through structured coaching, ongoing feedback and developmental experiences that prepare advisors for successful transitions beyond the Advisor Development Program
  • Provide day to day guidance and direction to the team to support advisor development, productivity and achieve sales results
  • Support advisors in building foundational sales capabilities, including prospecting and holistic needs-based conversations
  • Conduct regular coaching conversations to assess advisor progress, identify capability gaps and implement individualized development plans in partnership with field leadership teams
  • Monitor progress through the program, identifying development opportunities and supporting successful transitions to the next stage of their advisory career at Sun Life
  • Manage the day-to-day sales and service function, ensuring that both the sales and service elements of the teams are functioning optimally
  • Workforce planning and scheduling to ensure optimal coverage

Sales Strategy & Delivery:

  • Work closely with leadership team to design, execute and measure client contact campaigns, supporting Assisted Advice strategies
  • Relentless focus on data and insights for the team – collaborate with Analytics team, drive to close data gaps, analyze results, provide feedback, and recommend improvements to leadership.   
  • Assist in the creation of a client and sales-centric atmosphere including a focus on client retention and loyalty
  • Ensure that Advisors and Financial Planners maintain their understanding of wealth, life, health benefits products, and trends with the marketplace
  • Build and maintain relationships with Individual distribution team, Dealer leaders and compliance partners
  • Drive achievement of key advisor development, sales activity, productivity, advisor progression and conversion objectives, ensuring the program continues to serve as a key talent pipeline for future SLFD advisors
     

Continuous Improvement:

  • Be a catalyst for positive change, identifying areas for growth
  • Identify strengths/gaps to develop team capability and skills – turning good to great
  • Work with the best practices function, represent and advocate for the team’s change requirements to ensure training and process improvements are timely and relevant

What’s in it for you?

Play a pivotal role in developing advisor talent, building sales capability and helping advisors establish successful careers at Sun Life.

  • The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development. 
  • Be part of a new, evolving and innovative team as well as contribute to shaping the future of the business. 
  • Work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard 
  • Flexible benefits package that adapts to your life from day one
  • Pension, Stock and Savings programs to help build and enhance your future financial security
  • Fitness and Wellness programs that help you balance work and life and enjoy a healthier lifestyle

What do you need to succeed?

Key Skills and Experience:

  • 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
  • Proven ability to work effectively in a complex, matrixed environment, building strong partnerships across distribution, recruiting, learning, operations, compliance, and other cross-functional teams to deliver shared business objectives
  • Strong analytical, organizational, and presentation skills, with the ability to translate data into insights and recommendations
  • Excellent communication skills, both written and verbal
  • Flexibility and the ability to adapt to a frequently changing regulatory environment
  • Passion for relationship building: managing relationships with key external and internal business partners
  • Strong sales and service orientation
  • Knowledge and experience of industry compliance standards and practices
     

Licensing requirements (preferred not required):

  • Successful completion of the Canadian Securities Course (CSC) or IFIC
  • Life, Accident and Sickness licensed
  • MFDA Branch Manager status, includes successful completion of the Branch Manager’s Course, and minimum of 2 years relevant experience

Are you ready to lead the charge into the future of financial services?


The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.


Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.


Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].


We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.


We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.


We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


Salary Range:

80,000/80 000 - 128,000/128 000

Job Category:

Sales - Client Relationship Management

Posting End Date:

12/09/2026

Sun Life Financial, Inc. Laval, Québec, CAN Office

Laval, Canada

Sun Life Financial, Inc. Montréal, Québec, CAN Office

Montréal, Canada

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