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Business Development Partner
2 months ago
Role Overview
The Business Development Partner is a key role within Sun Life Financial, responsible for onboarding, developing, coaching, and supporting developing Advisors in a holistic approach to business development, sales growth, and client service.
Key Responsibilities
- Lead developing Advisors through comprehensive onboarding, training, and development programs to ensure they have the necessary skills and knowledge to succeed in their roles.
- Work closely with developing Advisors to meet financial and strategic objectives, including sales growth, productivity, client engagement, and compliance with regulatory requirements.
- Oversee measures to ensure compliant operations at the Financial Centre Level, ensuring that all Advisors are appropriately trained, licensed, registered, and following defined products and suitability guidelines.
- Recruit, select, train, and onboard new Advisors, and actively oversee the successful execution of an Onboarding Plan.
- Evaluate and address 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 product knowledge of insurance and wealth products, with a good understanding of the local market.
- Proven sales management and business development skills, with a 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 leading people through large-scale change within a matrix environment.
- 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.
What We Offer
- A competitive salary and bonus plan.
- A comprehensive benefits package, including flexible benefits and a pension plan.
- A dynamic and inclusive work environment, with opportunities for professional growth and development.
- A chance to make a meaningful impact on the lives of individuals, families, and communities around the world.
About Sun Life Financial
Sun Life Financial is a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. We're a team of 30,000 across 26 countries, with a commitment to innovation, sustainability, and community involvement.
