Business Development Partner

2 months ago

Ajax, Ontario, Canada Sun Life Financial Full time
About the Role

We are seeking a highly skilled and experienced Business Development Partner to join our team at Sun Life Financial. As a key member of our organization, you will play a critical role in onboarding, developing, and supporting our developing Advisors to achieve their full potential.

Key Responsibilities
  • Lead developing Advisors through onboarding, training, and development programs to ensure they have the necessary skills and knowledge to succeed in their roles.
  • Work with developing Advisors to meet financial and strategic objectives, including sales growth, productivity, and client engagement.
  • Ensure assigned Advisors are appropriately trained, licensed, and registered to meet regulatory and Sun Life obligations.
  • Evaluate and escalate client complaints, including assessment and advisor investigations.
  • Monitor and ensure operational effectiveness is consistent with business plans, including adherence to Advisor Agreement, data, and metrics activity.
Requirements
  • Strong sales management and business development skills, with a proven track record of developing successful Advisors.
  • Previous experience in an Advisor role, with a strong understanding of the characteristics of the local market.
  • Strong mentoring, coaching, performance management, and influencing skills.
  • Strong communication (written and verbal) and relationship building skills.
  • Must hold a valid Life Insurance Agent's license in the province in which your Financial Centre is located.
What We Offer

As a Business Development Partner at Sun Life Financial, you will have the opportunity to work with a dynamic team of experts, develop your skills and knowledge, and make a meaningful impact on the lives of individuals, families, and communities around the world.

We offer a competitive compensation package, including flexible benefits, a comprehensive training program, and opportunities for professional growth and development.

At Sun Life Financial, we are committed to creating a diverse and inclusive work environment that values and respects the unique perspectives and experiences of our employees.

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