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Business Development Associate

2 months ago

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

We are seeking a highly skilled 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 coaching a team of developing Advisors to achieve financial and strategic objectives.

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, 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 and provide guidance on how to navigate it effectively.
  • Develop and implement strategies to drive sales growth and client service excellence.
Requirements
  • Strong sales management and business development skills, with a proven track record of developing successful Advisors.
  • Excellent mentoring, coaching, performance management, and influencing skills.
  • Strong communication (written and verbal) and relationship-building skills.
  • Previous experience in an Advisor role, with a strong understanding of the regulatory environment.
  • A valid Life Insurance Agent's license in the province in which your Financial Centre is located.
What We Offer

We offer a market-competitive compensation package, including a salary and monthly performance-based bonuses. Our company values diversity and inclusion, and we strive to create a flexible work environment where our employees are empowered to do their best work.