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Business Development Partner
2 months ago
Job Summary:
The Business Development Partner will be responsible for onboarding, developing, coaching, and supporting a team of Advisors to achieve business growth and client service excellence.
Key Responsibilities:
- Lead Advisors through onboarding, training, and development programs to enhance their skills and knowledge.
- Work with Advisors to meet financial and strategic objectives, including sales growth, productivity, and client engagement.
- Ensure compliance with regulatory requirements and Sun Life obligations.
- Recruit, select, train, and onboard new Advisors, and oversee the successful execution of an Onboarding Plan.
- Evaluate and address client complaints, including advisor investigations.
- Monitor operational effectiveness and ensure adherence to business plans.
Requirements:
- Strong product knowledge of insurance and wealth products, with a good understanding of the local market.
- Excellent sales management and business development skills.
- Strong mentoring, coaching, performance management, and influencing skills.
- Effective communication 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 and Experience:
- 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 Sun Vision Financial Analyzer.
What We Offer:
- A high-performance culture.
- A supportive working environment and culture of collaboration.
- A talented and diverse workforce, with opportunities 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.
- An 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.
