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Business Development Specialist
2 months ago
As a Business Development Partner at Sun Life Financial, you will play a key role in onboarding, developing, and coaching a team of Advisors to achieve financial and strategic objectives. Your primary responsibility will be to lead developing Advisors through onboarding, training, and development programs, ensuring they meet sales growth, productivity, and client engagement targets.
Key Responsibilities- Lead developing Advisors through onboarding, training, and development programs
- Work with developing Advisors to meet financial and strategic objectives
- Ensure assigned Advisors are appropriately trained, licensed, registered, and following defined products and suitability to ensure compliance with regulatory and Sun Life obligations
- 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
- 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
- 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 volunteer opportunities
- In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers
