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Business Development Partner
4 weeks ago
Business Development Partner Sun Life Québec Join a dynamic team of experts who empower and challenge you to grow while helping clients achieve financial security. Objective The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop, and coach advisors during their first four years, helping them establish a holistic financial services practice that includes life and health insurance and wealth products. Responsibilities Source candidates for the Sun Life advisor role through community contacts and referrals. Support candidates and ensure a positive onboarding experience, including licensing studies, market identification, business planning, and joint client appointments. Train and onboard new advisors and actively oversee successful implementation of their onboarding plan. Conduct training on product knowledge, sales process, and provide pre‑ and post‑sales support. Develop advisor skills through coaching in prospecting, business practice development, cross‑selling opportunities, sales cycle, and business management. Work with advisors to meet their financial and strategic objectives (sales growth, productivity, client engagement). Partner with head office Center of Excellence teams to support advisors. Monitor and track advisor activities, analyze data to drive insights. Ensure compliant operations and required measures. Maintain advisor training, licensing, registration, and product suitability reviews. Escalate client complaints and advisor investigations. Ensure advisor conduct aligns with Advisor Agreement. Achieve recruiting and production metrics. Foster a positive district culture through events and recognition programs. Build community presence via events, activities, and sponsorships. Required Skills Business acumen, product knowledge (insurance and wealth), and market understanding. Strong sales management and business development skills. Strong prospecting and recruitment skills. Strong mentoring, coaching, performance management, and influencing skills. Problem‑solving, analytical, and decision‑making skills. Strong communication (presentation, written, verbal) and relationship building. Ability to support advisors in defining and accessing their target market. Previous experience leading sales teams. Forward‑thinking, goal‑oriented focus on achieving targets. Knowledge of the regulatory environment. Experience managing performance in a sales culture. Commitment to ongoing personal and professional development. Qualifications Minimum 2 years of related experience in financial services. Must hold a valid Life Insurance Agent’s license in the province of your district. Must hold a valid Mutual Fund license or obtain it within the first 90 days. Must complete the Branch Manager’s Course Examination and satisfy the experience required to become registered as a mutual fund branch manager within the first 6 months. Must be in good standing with applicable regulators. Proficient with technology (Salesforce, financial planning software, Microsoft applications). Assets Professional designation(s) in financial services. Previous experience in an advisor role and people leadership. Benefits High‑performance culture with recognition for achievements. Supportive, collaborative work environment. Opportunity to launch a rewarding career. Health, wellness, and work/life balance focus. Commitment to continuous improvement. Reputable organization with 150+ years of history. Attractive compensation package. Flexible work options – in‑person coaching with a flexible arrangement. Salary Range 80,000 – 128,000 CAD (base with variable incentive potential). Posting End Date 16/11/2025 #J-18808-Ljbffr
