About this role
Senior Manager, Insurance Sales Support
Purpose
The Senior Manager is responsible for contributing to the overall success of the Insurance business by providing strategic leadership and oversight of a regional team of Insurance Sales Associates (ISAs), Senior Insurance Sales Associates (SISAs), and Associate Insurance Servicing Advisors (AISAs). The role ensures a high level of sales and service support is delivered to Insurance Consultants while fostering a high-performing culture focused on coaching, development, operational excellence, and continuous improvement.
Accountabilities
- Leads and develops a regional team of ISAs, SISAs, and AISAs across multiple advisory teams. This includes ensuring service level standards are achieved; providing ongoing coaching and leadership support; managing escalated employee and performance-related concerns; creating opportunities for professional development, collaboration, and best-practice sharing; supporting career progression; and fostering an engaged, inclusive, and high-performing team culture.
- Oversees regional staffing, workforce planning, and capacity management for ISA, SISA, and AISA roles, working closely with Regional Directors and Insurance Advisory teams. This includes developing and maintaining a framework to effectively manage business growth, volume fluctuations, vacancies, and changing business priorities while ensuring appropriate support models are maintained.
- Partners with Regional Directors to ensure Insurance Advisory teams have the sales and servicing support required to effectively manage business volumes, deliver exceptional client experiences, and achieve business objectives.
- Provides strategic leadership in the design, development, and implementation of initiatives that enhance insurance sales administration support. This includes gathering feedback from Insurance Advisory teams, ISAs, SISAs, AISAs, and SWIS leadership; collaborating with colleagues across Canadian Wealth Management, business lines, and s