Business Development Partner

4 weeks ago

Laval, Quebec, Canada Sun Life Full time

Job Summary:

The Business Development Partner will be responsible for onboarding, developing, coaching, and supporting 8-15 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.
  • Oversee measures to ensure compliant operations at the Financial Centre Level.
  • Ensure assigned Advisors are appropriately trained, licensed, registered, and following defined products and suitability to ensure compliance with regulatory and Sun Life obligations.
  • Recruit, select, train, and onboard new Advisors and oversee the successful execution of an Onboarding Plan.
  • Evaluate 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:

  • Strong product knowledge of insurance and wealth products and a good understanding of the local market.
  • 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 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.
  • Bilingualism (French, English, both oral and written) is required for frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

Education Requirements:

  • Minimum 5 years of related experience within the financial services industry.
  • Must hold a valid Life Insurance Agent's license in the province in which your Financial Centre is located.
  • Must be willing to complete the Branch Manager's Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission.
  • Must be in good standing with applicable regulators.
  • A professional financial services designation would be an asset.
  • Proficient with various technologies, including Sun Vision Financial Analyzer.

What's in it for you?

  • Working within a high-performance culture.
  • Supportive working environment, culture of collaboration.
  • Talented and diverse workforce; opportunity to launch a rewarding career.
  • A company that promotes health, wellness, and work/life balance.
  • We encourage our employees to champion continuous improvement.
  • Joining a reputable organization with over 150 years of history.
  • Attractive compensation and benefit package.

Compensation:

The pay for sales roles includes a competitive salary and bonus plan. This role has a salary outside of the range posted below. The pay range for this position is $80,000-110,000.

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