Business Development Associate

3 days ago

Markham, Ontario, Canada Sun Life Financial Full time
Business Development Partner Role

At Sun Life Financial, we're seeking a highly skilled Business Development Partner to join our team. As a key member of our organization, you'll play a vital role in onboarding, developing, and coaching our Advisors to achieve success in business development, sales growth, and client service.

Key Responsibilities:
  • Lead developing Advisors through onboarding, training, and development programs to ensure they're equipped with the necessary skills and knowledge to excel in their roles.
  • Ensure assigned Advisors are properly trained, licensed, registered, and following defined products and suitability to meet regulatory and Sun Life obligations.
  • Escalate client complaints, including assessment and advisor investigations, to ensure prompt and effective resolution.
  • Monitor operational effectiveness and adherence to business plans, including Advisor Agreement, data, and metrics activity.
  • Develop and maintain a strong understanding of the local market and its characteristics.
Requirements:
  • Strong sales management and business development skills, with a proven track record of developing successful Advisors.
  • Excellent mentoring, coaching, performance management, and influencing skills.
  • Strong communication (written and verbal) and relationship-building skills.
  • Previous experience in an Advisor role or people leadership position, with a strong working knowledge of the regulatory environment.
  • A valid Life Insurance Agent's license in the province where the Financial Centre is located.
  • A professional financial services designation is an asset.
What We Offer:

As a Business Development Partner at Sun Life Financial, you'll enjoy a market-competitive compensation package, including a salary and monthly performance-based bonuses. You'll also have the opportunity to work in a dynamic and supportive environment, with access to ongoing training and development programs to help you grow and succeed in your role.

We're committed to creating a diverse and inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about business development, sales growth, and client service, and are looking for a challenging and rewarding role, we encourage you to apply.

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