Cluster Head
2 weeks ago
The Cluster Head will lead the channel management team and field management team to expand Sun Life's manpower and business in the assigned areas. He/she will oversee the execution of agreed strategic and tactical action plans to ensure delivery of the cluster's business objectives for the short to medium term.
Job Responsibilities:
- Deliver sales, manpower and productivity metrics.
- Overall management of the cluster which includes management meetings.
- Design interventions to increase and sustain profitability via active advisors.
- Design interventions to increase and sustain growth via excellence metrics (MDRT, Macaulay Club, Quarterly Medallion).
- Design interventions to increase sustainability of the agency business model via expansion.
- Coach and resolve conflicts within the cluster.
Qualifications:
- College Graduate.
- At least 10 years of agency management and leadership role.
- Business Acumen - Insurance.
- Strong planning, organization, and execution skills.
Competencies:
- In-depth knowledge of agency fundamentals: sales & management process, rewards & recognition, performance management, compensation.
- In-depth knowledge and skills in management: visioning and goal setting, business review and planning, execution and monitoring, managing resources, managing change, managing conflict.
- Advanced knowledge in financial products & personal financial planning.
- Basic knowledge: actuarial & product development, underwriting & policy administration, investment, agency compliance, government regulations relating to insurance sales.
- Professional education: LOMA courses or designation, Financial Planning courses or designation (e.g. SLF-AIM, RFC, RFP, ChFC).
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