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Business Development Associate
2 months ago
Join Sun Life Financial as a Business Development Partner and play a key role in the growth and success of our advisors. As a Business Development Partner, you will be 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 onboarding, training, and development programs.
- Work with developing advisors to meet financial and strategic objectives, including sales growth, productivity, client engagement, and compliance with regulatory and Sun Life obligations.
- 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, sales management, and business development skills.
- 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.
- A good understanding of the characteristics of the local market.
- 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.
- A market-competitive compensation package, including a salary and monthly performance-based bonuses (ranging $80,000-110,000 total compensation per annum).
- A diverse and inclusive work environment where employees are empowered to do their best work.
- Several flexible work options available, depending on the role requirements and individual needs.
