Digital Business Development Specialist
1 month ago
Join Sun Life Financial as a Business Development Partner and play a key role in the growth and success of our team. As a Business Development Partner, you will be responsible for onboarding, developing, and supporting a team of Advisors to achieve their financial and strategic objectives.
Key Responsibilities:- 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.
- Educate and support Advisors on the characteristics of the local market and the regulatory environment.
- Escalate 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.
- 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.
- Licensing Requirements:
- 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.
- A supportive, flexible, and inclusive work environment.
- Opportunities for professional growth and development.
- A competitive compensation package, including base pay and incentive plans.
- A comprehensive benefits package.
- A recognition and reward program.
Sun Life Financial is committed to diversity and inclusion. We strive to create a workplace that is inclusive and respectful of all employees, and we welcome applications from diverse candidates. If you require accommodation during the application process, please contact us at thebrightside@sunlife.
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