Top Benefits
About the role
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
About the role:
The Regional Sales Director (Wholesaler) is accountable for sustained and sustainable sales in a defined market through various distribution channels. This is achieved by maintaining and strengthening existing relationships and establishing new relationships with channel producers so that the insurance/investment needs of the customer are satisfied.
What you will be doing:
Sales Generation:
- Analyze market penetration and sales results to establish realistic but challenging targets for the sale of Sun Life Financial products within each distribution channel.
- Identify and qualify production sources whose values and customer focus parallel those of Sun Life.
Execute strategies/tactics to increase market share and sales.
- Co-ordinate the preparation of case presentation materials for channel producers.
- Provide quality service to channel producers.
- Build relationships with channel producers and provide products and services which address customer needs.
- Deliver seminars within local markets which serve to educate channel producers, employees and customers regarding Sun Life as well as the financial services industry in general.
- Maintain a current understanding of local markets and competitive intelligence.
Strategic Business Direction:
- Assist the Regional Distribution Vice President in the development of a strategic/tactical plan for the Region that will provide direction for the marketing and sale of Sun Life Financial products and services through advisory distribution channels.
Operational Planning and Management:
- Ensure all business development activities are conducted within approved Sun Life policies, procedures and guidelines and in compliance within all external regulations.
What you need to succeed:
- Expert product knowledge.
- In-depth knowledge of the financial service industry and the competitive marketplace (products, market positioning, value proposition, etc.).
- Expert understanding of the sales process.
- Good understanding of case design methodology.
- Good understanding of software used by Sun Life Financial to facilitate sales process (e.g. sales illustration software, financial planning software, proprietary concepts, etc.).
- Good understanding of tax and estate planning.
- Good understanding of underwriting requirements and procedures.
- Strong business development skills.
- Strong customer service orientation.
- Strong presentation skills.
- Strong results orientation.
- Good analytical and problem-solving skills.
- Strong interpersonal and verbal skills both French and English (spoken and written)
- Highly-developed priority management skills.
- Comfortable with technology.
- University degree or equivalent business experience.
- 5 years' financial services experience, preferably in a sales role.
- Attained or working towards CFP or Ch.F.C. designation.
- Representative Certificate in Insurance of Persons
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Notes/Unique Requirements:
- Daily travel in the Greater Montreal region will be required.
- Possibility of having a home office
What’s in it for you?
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.
- We are thrilled to be recognized byExcellence Canadawith their top-level certification,the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.
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 thebrightside@sunlife.com.
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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
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:
110,000/110 000 - 180,000/180 000
Job Category:
Sales - SIP
Posting End Date:
31/03/2026
About Sun Life
Similar jobs you might like
Top Benefits
About the role
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
About the role:
The Regional Sales Director (Wholesaler) is accountable for sustained and sustainable sales in a defined market through various distribution channels. This is achieved by maintaining and strengthening existing relationships and establishing new relationships with channel producers so that the insurance/investment needs of the customer are satisfied.
What you will be doing:
Sales Generation:
- Analyze market penetration and sales results to establish realistic but challenging targets for the sale of Sun Life Financial products within each distribution channel.
- Identify and qualify production sources whose values and customer focus parallel those of Sun Life.
Execute strategies/tactics to increase market share and sales.
- Co-ordinate the preparation of case presentation materials for channel producers.
- Provide quality service to channel producers.
- Build relationships with channel producers and provide products and services which address customer needs.
- Deliver seminars within local markets which serve to educate channel producers, employees and customers regarding Sun Life as well as the financial services industry in general.
- Maintain a current understanding of local markets and competitive intelligence.
Strategic Business Direction:
- Assist the Regional Distribution Vice President in the development of a strategic/tactical plan for the Region that will provide direction for the marketing and sale of Sun Life Financial products and services through advisory distribution channels.
Operational Planning and Management:
- Ensure all business development activities are conducted within approved Sun Life policies, procedures and guidelines and in compliance within all external regulations.
What you need to succeed:
- Expert product knowledge.
- In-depth knowledge of the financial service industry and the competitive marketplace (products, market positioning, value proposition, etc.).
- Expert understanding of the sales process.
- Good understanding of case design methodology.
- Good understanding of software used by Sun Life Financial to facilitate sales process (e.g. sales illustration software, financial planning software, proprietary concepts, etc.).
- Good understanding of tax and estate planning.
- Good understanding of underwriting requirements and procedures.
- Strong business development skills.
- Strong customer service orientation.
- Strong presentation skills.
- Strong results orientation.
- Good analytical and problem-solving skills.
- Strong interpersonal and verbal skills both French and English (spoken and written)
- Highly-developed priority management skills.
- Comfortable with technology.
- University degree or equivalent business experience.
- 5 years' financial services experience, preferably in a sales role.
- Attained or working towards CFP or Ch.F.C. designation.
- Representative Certificate in Insurance of Persons
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Notes/Unique Requirements:
- Daily travel in the Greater Montreal region will be required.
- Possibility of having a home office
What’s in it for you?
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- As a hybrid organization, you and your leader use business and Client needs to choose where you work, at home or in the office.
- We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.
- We are thrilled to be recognized byExcellence Canadawith their top-level certification,the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.
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 thebrightside@sunlife.com.
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! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
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:
110,000/110 000 - 180,000/180 000
Job Category:
Sales - SIP
Posting End Date:
31/03/2026