Business Development Associate

2 months ago


Ottawa, Ontario, Canada Sun Life Financial Full time
About the Role

We are seeking a highly skilled Business Development Partner to join our team at Sun Life Financial. As a key member of our organization, you will play a critical role in onboarding, developing, and coaching a team of developing Advisors to achieve financial and strategic objectives.

Key Responsibilities
  • Lead developing Advisors through onboarding, training, and development programs to ensure they have the necessary skills and knowledge to succeed in their roles.
  • Work with developing Advisors to meet financial and strategic objectives, including sales growth, productivity, and client engagement.
  • Ensure assigned Advisors are appropriately trained, licensed, registered, and following defined products and suitability to ensure compliance with regulatory and Sun Life obligations.
  • Educate and support Advisors on the characteristics of the local market and provide guidance on how to effectively navigate it.
  • Develop and implement strategies to improve operational effectiveness and ensure adherence to business plans.
Requirements
  • Strong sales management and business development skills, with a proven track record of developing successful Advisors.
  • Excellent mentoring, coaching, performance management, and influencing skills.
  • Strong communication (written and verbal) and relationship-building skills.
  • Previous experience in an Advisor role, with a strong working knowledge of the regulatory environment.
  • A valid Life Insurance Agent's license in the province in which your Financial Centre is located.
What We Offer

We offer a market-competitive compensation package, including a salary and monthly performance-based bonuses. Our company values diversity and inclusion, and we strive to create a flexible work environment where our employees are empowered to do their best work.

We are an equal opportunities employer and welcome applications from qualified candidates. If you are passionate about business development and have a strong desire to succeed, we encourage you to apply for this exciting opportunity.



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