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Business Development Associate
2 months ago
At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Business Development Partner, you'll play a key role in driving our business forward by developing and coaching our advisors to meet their financial and strategic objectives.
Key Responsibilities:- Lead developing advisors through onboarding, training, and development programs to ensure they have the skills and knowledge needed to succeed.
- Work with 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 advisors on the characteristics of the local market and provide guidance on how to navigate it effectively.
- Collaborate with cross-functional teams to drive business growth and improve operational effectiveness.
- 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.
- Licensing Requirements: Must hold a valid Life Insurance Agent's license in the province in which your Financial Centre is located.
At Sun Life Financial, we're committed to creating a flexible work environment where our employees can thrive. We offer a range of benefits, including competitive compensation, comprehensive training and development programs, and opportunities for career growth and advancement. If you're passionate about business development and coaching, and want to make a meaningful contribution to our clients' financial security, we encourage you to apply for this exciting opportunity.
