Business Development Partner

4 days ago

Moncton, Canada Sun Life Full time

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

**About the role**:
The primary purpose of the Business Development Partner is too 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.

This role will report to the District Manager.

**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?**
- 3 to 5 years of experience within the financial services industry.
- Must have or be willing to obtain a valid Life Insurance Agent’s License in the province in which your Financial Centre is located.
- Must have or be willing to obtain a Mutual Funds 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.
- 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.
- Strong working knowledge of the regulatory environment.

**Preferred Skills**:

- 2 to 3 years of experience working with advisors.
- A professional financial services designation would be an asset.
- 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.
- Bilingual (English/French).

**What's in it for you?**
- Position incentive includes competitive base salary with commission component
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- Flexible work environment
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health - mental, physical and financial

**Recent Awards**:

- We are honoured to be recognized as a 2022, 2023 and 2024** Best Workplaces in Canada** by Great Place to Work® Canada
- Great Place to Work® list for **Best Workplaces for #HybridWork** 2022
- Great Place to Work® list for **Best Workplaces for Professional Development in Canada** 2022
- Named “**Best Places to Work**” by Glassdoor, 2021 and 2023

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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
78,000/78 000 - 128,000/128 000

**Job Category**:
Sales - SIP

**Posting End Date**:
22/12/2024

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