Business Development Partner


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Sun Life

Job Description

The primary purpose of the Business Development Partner is to onboard, develop, coach and support between 8-15 developing Advisors for a period of 36-48 months in a holistic approach to business development (e.

g. insurance and wealth), sales growth and client service.

What will you do?

Lead developing Advisors through onboarding, training and development programs.

Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.)

Oversee required measures to ensure compliant operations at the Financial Centre Level.

Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.

Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.

Escalate client complaints including assessment and advisor investigations.

Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data and metrics activity.

What do you need to succeed?

Strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local market.

Strong sales management and business development skills.

Strong mentoring, coaching, performance management and influencing skills.

Strong communication (written and verbal) and relationship building skills.

Previous experience leading people through large-scale change within a matrix environment.

Previous experience in an Advisor role, with proven track record of developing successful advisors, would be an asset.

Previous people leadership experience would be an asset.

Strong working knowledge of the regulatory environment.

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.

Educational Requirements :

Minimum 5 years of related experience within the financial services industry.

Must hold a valid Life Insurance Agent’s license in the province in which your Financial Centre is located.

Must be willing to complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission.

Must be in good standing with applicable regulators.

A professional financial services designation would be an asset.

Proficient with various technologies i.e., Sun Vision Financial Analyzer.

What’s in it for you?

Working within a high performance culture.

Supportive working environment, culture of collaboration.

Talented and diverse workforce; opportunity to launch a rewarding career.

A company that promotes health, wellness, and work / life balance.

We encourage our employees to champion continuous improvement.

Joining a reputable organization with over 150 years of history.

Attractive compensation and benefit package.

The pay for sales roles includes a competitive salary and bonus plan. This role has a salary outside of the range posted below.

The pay range for this position is $80,000-110,000

13 days ago