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Business Development Partner
4 weeks ago
Job Summary:
The Business Development Partner is a key role within Sun Life, 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.
- Oversee measures to ensure compliant operations at the Financial Centre Level.
- Ensure assigned Advisors are appropriately trained, licensed, registered, and following defined products and suitability to ensure compliance with regulatory and Sun Life obligations.
- Recruit, select, train, and onboard new Advisors and oversee the successful execution of an Onboarding Plan.
- 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 product knowledge of insurance and wealth products, with a good understanding 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 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.
- Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Education Requirements:
- Minimum 5 years of related experience within the financial services industry.
- Must hold a valid Life Insurance Agent's license in the province in which your Financial Centre is located.
- Must be willing to complete the Branch Manager's Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission.
- Must be in good standing with applicable regulators.
- A professional financial services designation would be an asset.
- Proficient with various technologies, including Salesforce.com and Sun Vision Financial Analyzer.
What's in it for you?
- Working within a high-performance culture.
- Supportive working environment, culture of collaboration.
- Talented and diverse workforce; opportunity to launch a rewarding career.
- A company that promotes health, wellness, and work/life balance.
- We encourage our employees to champion continuous improvement.
- Joining a reputable organization with over 150 years of history.
- Attractive compensation and benefit package.
Compensation:
The pay for sales roles includes a competitive salary and bonus plan. This role has a salary outside of the range posted below. The pay range for this position is $80,000-110,000.
