Business Development Partner

2 weeks ago


Surrey, British Columbia, Canada Sun Life Full time
{"title": "Business Development Partner", "description": "Job Summary

The Business Development Partner is a key role within Sun Life, responsible for onboarding, developing, and coaching Advisors to achieve business growth and client satisfaction.

Key Responsibilities
  • Lead Advisors through onboarding, training, and development programs.
  • Work with Advisors to meet financial and strategic objectives, including sales growth, productivity, and client engagement.
  • Oversee measures to ensure compliant operations at the Financial Centre Level.
  • Ensure Advisors are appropriately trained, licensed, and registered, and follow defined products and suitability guidelines.
  • Recruit, select, train, and onboard new Advisors, and oversee successful execution of an Onboarding Plan.
  • Evaluate client complaints, including assessment and advisor investigations.
  • Ensure operational effectiveness aligns with business plans by ensuring adherence to Advisor Agreement, data, and metrics activity.
Requirements
  • Strong product knowledge of insurance and wealth products, with a good understanding of the local market.
  • Strong sales management and business development skills.
  • Strong mentoring, coaching, performance management, and influencing skills.
  • Strong communication and relationship building skills.
  • Previous experience leading people through large-scale change within a matrix environment.
  • 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 high-performance culture.
  • A supportive working environment and culture of collaboration.
  • A talented and diverse workforce, with opportunities to launch a rewarding career.
  • A company that promotes health, wellness, and work/life balance.
  • We encourage our employees to champion continuous improvement.
  • A reputable organization with over 150 years of history.
  • An attractive compensation and benefit package.
", "lang_code": "en-US"}

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