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Team Leader, sales support

Req. #:  14093
Department: RM - Sales-Western
Location: Vancouver, BC CA
Job Status: Permanent Full-time
Grade:  07
Category: Sales

The Team leader, sales support contributes to the achievement of the Regional Center business objectives by: building, developing, leading and managing a highly engaged Regional Sales Support Team.

The regional sales support team is responsible to promote and deliver our products and services to our independent retail distribution network sales offices staff (staff of GA's, AGA's, Mutual Fund Dealers, National Accounts, PPGA's & targeted producers). This team is responsible for developing, maintaining and managing strong professional relationships with the staff of the independent distribution network sales offices and staff of targeted producers.


  • Lead and supervise the regional sales support team to provide pro-active superior marketing and sales support and expertise to the sales offices staff and staff of our targeted producers
  • Develop, train, coach and enhance continuously the level of skills and knowledge of the Regional Sales Support team in order to promote and deliver our products and services and to meet the needs of the evolving business
  • Foster a great place to work resulting in a high degree of employee engagement
  • Work with sales support team to develop and align team’s objectives & plans with regional objectives and strategies
  • Promote, recommend and implement process improvements for effectiveness and simplicity. Ensure sales support team is kept informed in a timely manner of all corporate procedural and product changes
  • Collaborate with the Regional Director, Sales Manager and Regional Sales Team Proactively establish and maintain strong relationships in person with sales offices staff and staff of targeted producers over time that allow for continuity and ongoing representation
  • Assist Regional sales team and sales offices in providing case support to targeted brokers
  • Develop strong partnership with Retail management and their team to create a shared understanding of our distributors requirements, needs and priorities in order to be easy to do business with
  • Monitor approved budgets and is responsible for the regional office administration
  • Assist  regional vice president  in the management of sales and activity reporting for audit and compliance purposes


  • University degree in commerce, accounting or finance
  • A minimum of eight (8) years of relevant experience in the financial industry
  • Financial Planner or industry designation an asset (i.e. ACS, FLMI, CFP, CLU, CIM, FCSI)
  • Canadian Securities or Mutual Fund Course
  • Exceptional organizational/administrative skills and the ability to promote teamwork
  • Extensive knowledge of Mutual Funds and Segregated Funds products
  • Knowledge of Canadian and competitor investment products and financial markets
  • Good knowledge of the sales process
  • Ability to influence others and outstanding communication skills

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The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.

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