Business Development Partner

2 months ago


Vancouver, British Columbia, Canada Sun Life Financial Full time
Business Development Partner

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 will play a critical role in onboarding, developing, and coaching a team of developing Advisors to achieve their full potential.

Key Responsibilities:
  • Lead developing Advisors through onboarding, training, and development programs to ensure they have the skills and knowledge needed to succeed.
  • Work with developing 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.
  • Evaluate client complaints, including assessment and advisor investigations, and escalate as necessary.
  • Monitor operational effectiveness and ensure adherence to business plans, including Advisor Agreement, data, and metrics activity.
Requirements:
  • 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 working knowledge of the regulatory environment.
  • A valid Life Insurance Agent's license in the province in which your Financial Centre is located.
What We Offer:

A market-competitive compensation package, including a salary and monthly performance-based bonuses, as well as a dynamic and inclusive work environment that values diversity and inclusion.

At Sun Life Financial, we're committed to creating a flexible work environment where our employees can thrive and reach their full potential. We offer a range of flexible work options and are dedicated to supporting our employees' well-being and success.



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