Business Development Partner

1 month ago

Cornwall, Canada Sun Life Financial Full time
Job Title: Business Development Partner

About the Role:

The Business Development Partner is a key position within our organization, responsible for onboarding, developing, coaching, and supporting developing Advisors in a holistic approach to business development, sales growth, and client service.

Key Responsibilities:

  1. Lead developing Advisors through onboarding, training, and development programs.
  2. Work with developing Advisors to meet financial and strategic objectives, including sales growth, productivity, client engagement, and compliance.
  3. Oversee required measures to ensure compliant operations at the Financial Centre Level.
  4. Ensure assigned Advisors are appropriately trained, licensed, registered, and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.
  5. Recruit, select, train, and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
  6. Escalate client complaints, including assessment and advisor investigations.
  7. Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data, and metrics activity.

Requirements:

  1. Strong product knowledge of insurance and wealth products, with a good understanding of the local market.
  2. Strong sales management and business development skills.
  3. Strong mentoring, coaching, performance management, and influencing skills.
  4. Strong communication (written and verbal) and relationship building skills.
  5. Previous experience leading people through large-scale change within a matrix environment.
  6. Previous experience in an Advisor role, with a proven track record of developing successful Advisors, would be an asset.
  7. Previous people leadership experience would be an asset.
  8. Strong working knowledge of the regulatory environment.

What We Offer:

  1. A high-performance culture.
  2. A supportive working environment, culture of collaboration.
  3. A talented and diverse workforce, with opportunities to launch a rewarding career.
  4. A company that promotes health, wellness, and work/life balance.
  5. We encourage our employees to champion continuous improvement.
  6. Joining a reputable organization with over 150 years of history.
  7. An attractive compensation and benefit package.

Salary Range: $76,000 - $125,000

Job Category: Sales - SIP

Posting End Date: 07/10/2024

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