Business Development Partner
1 week ago
Job Summary:
The Business Development Partner will be responsible for onboarding, developing, and coaching a team of Advisors to achieve sales growth and client service excellence in the insurance and wealth sectors.
Key Responsibilities:
- Lead Advisors through comprehensive onboarding and training programs to ensure they have the necessary skills and knowledge to succeed.
- Work closely with Advisors to meet financial and strategic objectives, including sales growth, productivity, and client engagement.
- Oversee compliance measures to ensure operational effectiveness at the Financial Centre Level.
- Recruit, select, train, and onboard new Advisors, and oversee the successful execution of an Onboarding Plan.
- Evaluate and address client complaints, including assessments and advisor investigations.
- Ensure operational effectiveness aligns with business plans by monitoring Advisor Agreement, data, and metrics activity.
Requirements:
- Strong product knowledge of insurance and wealth products, with a good understanding of the local market.
- Proven sales management and business development skills, with experience leading people through large-scale change in a matrix environment.
- Strong mentoring, coaching, performance management, and influencing skills, with the ability to communicate effectively in both English and French.
- Previous experience in an Advisor role, with a proven track record of developing successful Advisors, would be an asset.
- Minimum 5 years of related experience within the financial services industry, with a valid Life Insurance Agent's license in the province where the Financial Centre is located.
- Proficient with various technologies, including Sun Vision Financial Analyzer.
What We Offer:
- A high-performance culture that values collaboration and continuous improvement.
- A supportive working environment with a talented and diverse workforce.
- A company that promotes health, wellness, and work/life balance.
- A competitive salary and bonus plan, with a salary range of $80,000-110,000.
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