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Business Development Associate
2 months ago
At Sun Life Financial, we're seeking a highly skilled Business Development Partner to join our team. As a key member of our organization, you'll play a vital role in onboarding, developing, and coaching our Advisors to achieve success in insurance and wealth development.
Key Responsibilities:- Lead developing Advisors through onboarding, training, and development programs to ensure they're equipped with the necessary skills and knowledge to excel in their roles.
- Ensure assigned Advisors are properly trained, licensed, registered, and following defined products and suitability guidelines to maintain compliance with regulatory and Sun Life obligations.
- Escalate client complaints, including assessment and advisor investigations, to ensure timely and effective resolution.
- Monitor operational effectiveness and adherence to business plans, including Advisor Agreement, data, and metrics activity.
- Develop and maintain a strong understanding of the local market and its characteristics.
- 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 or people leadership position, with a strong working knowledge of the regulatory environment.
- A valid Life Insurance Agent's license in the province where the Financial Centre is located.
- A professional financial services designation is an asset.
As a Business Development Partner at Sun Life Financial, you'll enjoy a market-competitive compensation package, including a salary and monthly performance-based bonuses. You'll also have the opportunity to work in a dynamic and supportive environment, with access to ongoing training and development programs.
We're committed to creating a diverse and inclusive workplace where everyone feels valued and empowered to succeed. If you're passionate about business development and want to make a meaningful impact in the lives of individuals, families, and communities, we encourage you to apply for this exciting opportunity.
