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Business Development Partner
2 months ago
You'll be part of a dynamic team of experts who are passionate about sharing their knowledge and expertise with others.
As a Business Development Partner at Sun Life, you'll have the opportunity to work with a diverse group of colleagues who are dedicated to helping individuals, families, and communities achieve their financial goals.
Key Responsibilities- Onboard, develop, coach, and support developing Advisors in a holistic approach to business development, sales growth, and client service.
- Lead developing Advisors through onboarding, training, and development programs.
- Work with developing Advisors to meet financial and strategic objectives, including sales growth, productivity, client engagement, and compliance with regulatory and Sun Life obligations.
- Ensure assigned Advisors are appropriately trained, licensed, registered, and following defined products and suitability to ensure compliance with regulatory and Sun Life obligations.
- Educate and train Advisors on the characteristics of the local market, sales management, and business development skills.
- Develop and implement strategies to improve operational effectiveness and ensure adherence to business plans, 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.
Sun Life is a company that values diversity and inclusion. We strive to create a flexible work environment where our employees are empowered to do their best work.
We offer various flexible work options and are committed to creating a workplace that is inclusive and respectful of all employees.
