Business Development Partner

4 weeks ago


Cornwall, Ontario, Canada Sun Life Financial Full time
Business Development Partner

Join Sun Life Financial as a Business Development Partner and play a key role in the growth and success of our team. As a Business Development Partner, you will be responsible for onboarding, developing, coaching, and supporting developing Advisors in a holistic approach to business development, sales growth, and client service.

Key Responsibilities:
  • 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 support Advisors on the characteristics of the local market, sales management, and business development skills.
  • Escalate client complaints, including assessment and advisor investigations.
  • Ensure operational effectiveness is consistent with business plans by ensuring adherence to Advisor Agreement, data, and metrics activity.
Requirements:
  • 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.
  • 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.
What We Offer:
  • A market-competitive compensation package, including a salary and monthly performance-based bonuses.
  • A flexible work environment where employees are empowered to do their best work.
  • A diverse and inclusive workplace culture that values diversity and promotes a culture of inclusion.


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