Insurance Business Growth Specialist

2 months ago

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

As a Business Development Partner at Sun Life Financial, you will play a key role in driving business growth and development within our organization. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients and employees.

Key Responsibilities
  • Onboard, develop, coach, and support developing Advisors in a holistic approach to business development, sales growth, and client service.
  • Lead developing Advisors through onboarding, training, and development programs for the territory.
  • Work with developing Advisors to meet financial and strategic objectives, including sales growth, productivity, client engagement, and compliance with regulatory requirements.
  • Ensure assigned Advisors are appropriately trained, licensed, registered, and following defined products and suitability to ensure compliance with regulatory and Sun Life obligations.
  • 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.
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.
What We Offer
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
  • Opportunity to give back to the communities in which we live, work, and do business through participating in volunteer opportunities.

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