Head of Bancassurance Strategic Insights and Business Performance

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job description (heading) /  Description du poste (titre)

• Lead the development of dashboards, tableau reports, working closely with Reporting and Data Enablement Team to automate reporting and deliver timely, accurate and actionable business insights.
• Generate data-driven insights to strengthen Bancassurance Bank Partner's performance by analyzing results, identifying trends, gaps, opportunities, and improvement areas, and recommending strategic actions to the Chief Partnership Distribution or Head of Strategic Partnership.
• Manage data analytics initiatives in collaboration with Bank Partner and Sun Life data analytics teams, including leveraging existing data to develop look-alike models for new product promotion, cross-sell and up-sell initiatives, and deeper understanding of Bancassurance Advisor and Relationship Manager profiles.
• Lead end-to-end leads nurturing initiatives by coordinating with the Data Analytics, Marketing, and Reporting teams to define lead criteria, design multi-channel lead nudges, and monitor success rates through effective performance tracking.
• Act as Project Manager for operational improvement initiatives, including the Orphan Customers project.
• Lead go-to-market initiatives for digital sales, including campaigns and other targeted activities to drive achievement of digital product sales targets.

Preferred skills (heading) / Compétences particulières (titre)

Strong understanding of Bancassurance business, sales performance drivers, lead management, and partnership distribution models.

Working knowledge of data analytics, dashboard development, reporting automation, Tableau or similar business intelligence tools, and performance tracking.

Ability to interpret trends, identify business gaps and opportunities, and develop insights to support sales improvement, cross-sell, up-sell, and digital sales initiatives.

Project management capability to coordinate cross-functional initiatives involving data analytics, marketing, reporting, operations, and business teams.

Qualifications (heading) / Compétences (titre)

• Minimum bachelor’s degree in business, Finance, Marketing, Statistics, Data Analytics, Information Systems, or a related field.
• Relevant experience in bancassurance, financial services, sales performance management, business analytics, reporting, project management, or digital sales initiatives with minimal 8-10 years’ experience.
• Experience working with cross-functional teams and external partners is preferred, particularly in initiatives involving data analytics, marketing campaigns, operational improvement, and customer engagement.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

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