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Business Development Associate

2 months ago


Saskatoon, Saskatchewan, Canada Sun Life Full time
About the Role

You'll be part of a dynamic team of experts who are passionate about sharing their knowledge and expertise with others.

As a Business Development Partner at Sun Life, you'll have the opportunity to work with a diverse group of colleagues who are dedicated to helping individuals, families, and communities achieve their financial goals.

Key Responsibilities
  • Onboard, develop, and coach 8-15 developing Advisors in a holistic approach to business development, sales growth, and client service.
  • Lead developing Advisors through onboarding, training, and development programs.
  • 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.
  • Evaluate client complaints, including assessment and advisor investigations.
  • Ensure operational effectiveness is consistent with business plans by ensuring adherence to Advisor Agreement, data, and metrics activity.
Requirements
  • 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 in an Advisor role, with a proven track record of developing successful Advisors, would be an asset.
  • Previous people leadership experience would be an asset.
  • Strong working knowledge of the regulatory environment.
  • 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.
About Sun Life

Sun Life is a company that values diversity and inclusion. We strive to create a flexible work environment where our employees are empowered to do their best work.

We offer various flexible work options and are committed to creating a workplace that is inclusive and respectful of all employees.