Business Development Consultant
2 months ago
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.
Focused on coaching for growth, providing consultative support to experienced advisor, sales driven, strategic mindset, strong knowledge of financial services and products and relationship focused. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life district team and contribute to making a positive difference for Canadians and advisors.
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.
**Objective of this role**:
The primary purpose of the Business Development Consultant is to recruit, onboard, coach and develop experienced advisors. You will play an important role in helping these advisors grow their business by supporting them in building and expanding a holistic financial services practice that includes life and health insurance and wealth products. You will report to the Regional Vice President, with a dotted line reporting relationship to the District Direct and collaborate with the district and regional team.
**What will you do?**
- Support experienced advisors to deliver on holistic business results (i.e. grow insurance and wealth sales, clients, assets, etc.) by providing training and through consultation on market identification, sales planning and joint field work.
- Guide and direct advisors to the partners and resources at head office that support their business practice, specialized training and processes (examples are: Professional Development, Centre of Excellence Teams etc.)
- 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.
- Provide coaching and training to build skills and knowledge, and address gaps, to help advisors meet their plans/target and to align with compliance and other requirements.
- Conduct Client book and Client segmentation analysis to support advisors in improving business performance and Client engagement.
- Lead adoption of new business process changes, supporting advisors through implementation.
- Support the recruitment of experienced advisors consistent with Region and District business plans and requirements; actively oversee the successful execution of an onboarding plan, in collaboration with the district team.
- 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).
- Oversee required measures to support the District Director in ensuring compliant operations for experienced advisors.
- Provide oversight and support for corrective action of market conduct audit.
- Work closely with the advisor in the assigned district 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.
- Achieve key metrics related to recruiting and production
**What do you need to succeed?**
- 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.
- Forward thinking, goal-oriented with focus on achieving targets.
- Previous experience leading people through large-scale change within a matrix environment.
- Business planning skills.
- Strong working knowledge of the regulatory environment in which Sun Life Financial Distribution operates.
**Qualification and Educational Requirements**:
- University De
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