Business Development Specialist
3 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.
Be part of this exciting opportunity for a dynamic, high performing sales management/business development professional with minimum 7 years financial services experience, to bring their strong knowledge of insurance and wealth products to this role, and oversee the coaching of experience advisors.
Come and have a direct impact experienced Advisor's careers and businesses
Support experienced advisors to deliver on holistic business results (i.e. grow insurance and wealth sales, clients, assets, etc.) by introducing resources including Practice Management and Consulting Services and collaborate on market identification, sales planning and joint field work.
Coach and support experienced Advisors to deliver effectively on business results; support the Advisors in creating proposals, business solutions and implementation plans to achieve business results.
Support the recruitment of experienced advisors consistent with Region and Financial Centre business plans and requirements; Monitor and manage performance of experienced advisors and ensure alignment to business targets.
Deliver business results consistent with district and regional targets (sales growth, productivity, client engagement).
Conduct block and client segmentation analysis to support advisor in improving business performance and client engagement.
Provide oversight and support for corrective action of market conduct audit.
Work closely with the advisor in the assigned Financial Centre transitioning from developing advisor to other advisor segments with emphasis on practice management, coaching including business planning, effective joint field work, best practices, digital tool adoption and other methods to grow their practice.
Business acumen, strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local and broader 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.
Strong working knowledge of the regulatory environment in which Sun Life Financial Distribution operates.
Must hold a valid Life Insurance Agent’s license in the province in which your Financial Centre is located.
A professional financial services designation would be an asset.
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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