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Financial Centre Resource Team Leader (FCRTL) Charlottetown PEI
| Location: | Charlottetown, Prince Edward Island, Canada |
|---|---|
| Job Type: | Permanent |
| Posted: | 18th Mar 2010 |
| Closing Date: | 28th Mar 2010 |
| Posted By: | Sun Life Financial |
| Details: | |
| Financial Centre Resource Team Leader (FCRTL) Charlottetown PEI Role Summary: The Financial Centre Resource Team Leader (FCRTL) provides the necessary leadership for all FC Staff roles, which includes the PMP (Performance Management Process), 1 on 1 meetings and coaching and counseling team members; ensuring clear accountabilities for each member of the team are in place. Their goal is to model and support the necessary administrative resources to enable the FC to meet their sales targets and equip advisors to be self sufficient in the use of technology to make sales, service their blocks of business, and operate their business efficiently. The FCRTL reports jointly to the Financial Centre Manager and National Operations Manager (see comments under Key relationships below). Main Accountabilities: Leads the FC resource administration team and responsible for ensuring the accountabilities for each team member contribute to an effective resource team Completes regular 1 on 1 reviews with each team member ensuring their PMPs reflect the needs of the company, the FC as well as the requirements of the job Assesses advisor learning needs and recommends training required to meet the needs Coordinates the FC training program in concert with the sales management team, based on the needs of the FC within the H.O. training governance framework Delivers initial and on-going advisor training, prepares training schedules, arranges for presenters Provides training on various sales support systems such as ABC, CDS, Sun Life Financial Financial analyzer tool Runs group training sessions or provides one-on-one training, on topics of technology, product and procedures Provides just-in-time PC trouble shooting to resolve technology problems Provides just-in-time information on insurance products/procedures Manages technology upgrades and DVD rollouts Delivers training on compliance and market conduct topics as required Competencies: Excellent communication skills (French is an asset) Good leadership and people skills Strong self management skills Ability to transfer knowledge Ability to recognize what individuals need to learn and how to respond to the need with training Excellent presentation and facilitation skills Ability to multitask and work in a fast-paced and constantly changing environment Excellent relationship and team building skills Excellent PC skills (Windows XP, Microsoft office, Lotus notes) Ability to demystify technology Demonstrated ability to learn and to create an atmosphere to motivate others to learn Self starter and able to work with little or no direction. Decision-making: As a team lead the FCRTL is required to model the desired behaviours within the FC that ensure a solid competitive sales business atmosphere. While the FCRTL uses prepared advisor training material, this is often adapted to the needs of advisors in their centre. The FCRTL, in consultation with the FCM, recommends the training schedule and training topics and decides on the location and format of the training they deliver. Because their accountabilities are varied they need to decide on which problem or situation to act on first. Their decisions impact advisors, which may impact sales and retention of advisors; and may impact staff morale in the FC if not paying sufficient attention to staff technology learning needs. Unique requirements: The number of advisors attached to a Financial Centre determines the variety of work the FCRTL is involved in. In small Financial Centres, the FCRTL needs to back up the administrative accountabilities described in the FC Administrator role description. The location of non-occupant advisors determines the extent of the FCRTL's travel. Travel is expected to regional/national training sessions or meetings. The FCRTL will have Financial Centre Technology Trainers and Financial Centre Administrators reporting to them which adds to the required skills, diversity and complexity of their role. FCRTLs assume responsibilities to oversee day to day premises issues. The position requires strong technical as well as strong people skills. The variety of accountabilities, the scope of knowledge required, as well as the diversity and number of individuals with whom the FCRTL is in regular contact with reinforces how their role can be key to the success of the FC. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Sun Life Financial promotes equal opportunity employment. | |
| Sorry! This job is no longer active as the closing date for applications has passed. You can view other vacancies from this company (if they have any) by clicking on their name above, alternatively we may have some suggestions for similar vacancies listed below that might be of interest. | |
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