Bilingual Advisor Business Consultant
2 weeks ago
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.
The Advisor Business Consultant (ABC) drives growth and productivity for Sun Life Financial Distributors (SLFD) by helping field managers and advisors activate business programs and supports. The ABC achieves this by working collaboratively, and primarily but not exclusively, with the Business Development Consultant (BDC) and advisors to identify the highest growth opportunities in their business. In doing so, they will help the BDC and advisor activate business management tools, programs, and practices to increase advisor productivity and capacity, develop profitable business practices, and improve client service.
The ABC will also be responsible for working with the BDC, and their regions, to ensure they have the ability to recruit experienced advisors, support external acquisitions, support advisor teaming expansion, and support business consultations for high value advisors. The ABC will work with the BDC to ensure we have active pipelines for each of these activities.
In supporting field managers and advisors, the ABC will be expected to be an expert resource in business consultation, teaming, and practice acquisition. Proactively work with BDC’s/BDP’s to support activation of growth program, with particular focus on Business Builder advisors with 4 + years of experience.
Individual advanced case consulting work with advisors to determine business objectives that will increase the growth of their businesses by implementing business growth tools and strategies.
Through virtual and face-to-face consultation, create proposals, business solutions, implementation plans, and execute and monitor various action plans to ensure the agreed business results are achieved. This will be primarily focused on business growth and capacity strategies, teaming, external acquisitions, workshop uptake and follow-up sessions. (Collaborate with other head office roles to enhance business results, for example, Advisor Business Organization, Client Activation Consultants, Financial Centre Resource Team Leads, District Directors (DD), Estate and Financial Planning Services.
Collect and share best practices, new ideas in the area of advisor business systems and business practices that will further contribute to BDC/P and advisors’ sustained growth.
Bilingual as required
University degree or equivalent business experience
Experience in a Career Sales Force
Experience with Salesforce
Results-driven, solution oriented self-starter with practical business knowledge
Expert consulting skills (interpersonal, problem solving, decisive and analytical), with a sales orientation and a knowledge of how to run a small business
Ability to interpret data and turn it into meaningful information and solutions
Organizational know-how and ability to navigate the organization, multi-discipline, multi-site teams
Working within a high performance culture.
In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
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