Business Development Partner

About the Role Coaching for growth, client‑centric, relationship‑focused, sales‑driven and energetic. Join the Sun Life district team and contribute to making a positive difference for Canadians and advisors. Objective The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach advisors during their first four years. You’ll play an important role in helping these advisors establish their business and witness their growth by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District Manager (DM) and collaborate with the district and regional team to help generate business results for the overall District. Responsibilities Source candidates for the Sun Life advisor role through community contacts, referrals and centers of influence. Support candidates and ensure a positive onboarding experience, including licensing studies, market identification, business planning and joint client appointments. Train and onboard new advisors and actively oversee successful implementation of their onboarding plan; conduct training in product knowledge, sales process and pre‑ and post‑sales support. Develop advisor skills and capabilities through coaching in areas such as prospecting, developing a holistic business practice, cross‑selling opportunities, the sales cycle and business management. Work with advisors to meet their financial and strategic objectives (sales growth, productivity, client engagement, etc.). Partner with various head office Centre of Excellence teams to support advisors. Monitor and track advisor activities, analyze data to drive insights into business practices. Oversee required measures and activities to ensure compliant operations. Ensure assigned advisors are appropriately trained, licensed, registered and following defined product suitability reviews to ensure compliance with regulatory and Sun Life obligations. Escalate client complaints, including assessment and advisor investigations. Ensure advisor conduct aligns with the Advisor Agreement. Achieve key recruiting and production metrics. Foster a positive culture and relationships within the District through events, recognition programs and participation in meetings. Build community presence for Sun Life and local advisors through events, activities and sponsorships. Required Skills & Qualifications Business acumen, product knowledge (insurance and wealth), and an understanding of market competition and industry. Strong sales management and business development skills. Strong prospecting and recruitment skills. Strong mentoring, coaching, performance management and influencing skills. Problem‑solving, analytical and decision‑making skills. Strong communication (presentation, written and verbal) and relationship‑building skills. Ability to support an advisor in defining and accessing their target market. Previous experience leading sales teams. Forward‑thinking, goal‑oriented focus on achieving targets. Strong working knowledge of the regulatory environment. Ability to manage a successful performance management process in a sales culture. Committed to ongoing personal and professional development. Minimum 2 years of related experience within the financial services industry. Must hold a valid Life Insurance Agent license in the province where the District is located. Must hold a valid Mutual Fund license or obtain it within the first 90 days. Must complete the Branch Managers Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission within the first 6 months. Must be in good standing with applicable regulators. Proficient with various technologies, including financial planning software and Microsoft applications. Professional designation(s) in financial services (asset). Previous experience in an advisor role (asset). Previous people leadership experience (asset). Benefits & Compensation Salary: $80,000 – $128,000. The BDP role is designed to focus on in‑person coaching and support. Sun Life offers a flexible work environment and a market‑competitive total compensation package, including a base salary and variable incentive. The role is eligible to participate in a sales incentive plan with industry‑leading payout opportunities. Additional benefits include a supportive collaborative working environment, opportunities for professional growth, a focus on health, wellness and work/life balance, and a company that promotes continuous improvement. Sun Life is a reputable organization with over 150 years of history. Legal Notice Diversity and inclusion are at the core of our values. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process may email a request to HR@sunlife.com. Job Details Posting End Date: 16/11/2025Job Category: Sales - SIPEmployment Type: Full‑TimeVacancy: 1 #J-18808-Ljbffr