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Sales Development Leader

2 weeks ago

Waterloo, Ontario, Canada Sun Life Financial Full time

Are you a leader with a passion for developing others? Do you have a background in sales or financial services? As a Business Development Partner at Sun Life Financial, you will have the opportunity to use your skills and experience to make a lasting impact on the lives of individuals, families, and communities around the world.

Key Responsibilities:

  1. Recruit, select, train, and onboard new advisors, ensuring successful execution of an Onboarding Plan.
  2. Lead developing advisors through onboarding, training, and development programs, fostering their growth and success.
  3. Collaborate with advisors to achieve financial and strategic objectives, such as sales growth, productivity, and client engagement.
  4. Maintain operational effectiveness by ensuring compliance with regulatory requirements and Sun Life obligations.
  5. Educate assigned advisors on products, suitability, and licensing requirements to ensure adherence to regulatory and company standards.
  6. Escalate client complaints, assess advisor performance, and investigate any issues that may arise.
  7. Monitor and analyze data to ensure adherence to business plans and operational effectiveness.

Requirements:

  1. 2-3 years of experience working with advisors or similar roles.
  2. A passion for leadership and developing others' potential.
  3. Must have or be willing to obtain a valid Life Insurance Agent's license in the province where your Financial Centre is located.
  4. Must have or be willing to obtain a Mutual Funds License in the province where your Financial Centre is located.
  5. Must complete the Branch Manager's Course Examination and meet experience requirements to register as a mutual fund branch manager with the relevant provincial securities commission.

What We Offer:

  1. A competitive base salary with a commission component.
  2. A friendly, collaborative, and inclusive culture.
  3. 20 vacation days per year.
  4. Flexible benefits from day one to meet your needs and those of your family.
  5. Pension, stock, and savings programs to help build and enhance your future financial security.
  6. A flexible work environment.
  7. The opportunity to move along various career paths with amazing networking potential.
  8. Access to our Global Learning Centre, available 24/7 for your learning needs.
  9. Wellness programs that support the three pillars of your health – mental, physical, and financial.

Award-Winning Employer:

Sun Life Financial has been recognized as a Best Workplace in Canada by Great Place to Work Canada and ranked among the Global 100 Most Sustainable Corporations in the World by Corporate Knights.