Business Development Partner

Business Development Partner Join to apply for the Business Development Partner role at Sun Life . You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients—who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Objective of this role The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach developing advisors during their first four years. You’ll play an important role in helping these advisors establish their business and witness their growth by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District Manager (DM), collaborate with the district and regional team, and help generate business results for the overall District. What will you do? Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence. Support candidates and ensure a positive onboarding experience, including support with licensing studies, market identification, business planning, and joint client appointments. Train and onboard new advisors and actively oversee the implementation of their onboarding plan; conduct training in areas such as product knowledge, sales process, and provide pre- and post-sales support. Develop advisor skills and capabilities through coaching in prospecting, developing a holistic business practice, assessing opportunities for cross‑selling, the sales cycle, business management, and prospecting. Work with advisors to meet their financial and strategic objectives (e.g., sales growth, productivity, client engagement). Partner with head‑office Centre of Excellence teams to support advisors. Monitor and track advisor activities, analyze data to drive insights into business practices. Oversee required measures and activities to ensure compliant operations. Ensure assigned advisors are appropriately trained, licensed, registered, and compliant with product suitability reviews to meet regulatory and Sun Life obligations. Escalate client complaints, including assessment and advisor investigations. Ensure advisor conduct aligns with the Advisor Agreement. Achieve key recruiting and production metrics. Foster a positive culture and relationship within the District through events, recognition programs, and participation in meetings. Build community presence for Sun Life and local advisors through events, activities, and sponsorships. Required skills: What do you need to succeed? Business acumen, product knowledge (insurance and wealth), and an understanding of the market, competition, and industry. 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, and verbal) and relationship‑building skills. Ability to support an advisor in defining and accessing their target market. Previous experience leading sales teams. Forward‑thinking, goal‑oriented focus on achieving targets. Strong working knowledge of the regulatory environment. Ability to manage a successful performance‑management process in a sales culture. Committed to ongoing personal and professional development. Qualification and educational requirements Minimum 2 years of related experience within the financial services industry. Must hold a valid Life Insurance Agent’s license in the province where the District is located. Must hold or obtain a valid Mutual Fund license within the first 90 days. Must complete the Branch Manager’s Course Examination and satisfy the experience required to become a registered mutual‑fund branch manager with the appropriate provincial securities commission within the first six months in the role. Must be in good standing with applicable regulators. Proficient with technologies such as Salesforce.com, financial‑planning software, and Microsoft applications. Assets Professional designation(s) in financial services. Previous experience in an advisor role. Previous people‑leadership experience. What’s in it for you? Work within a high‑performance culture and be recognized for your achievements. Be part of a supportive, collaborative working environment. Opportunity to launch a rewarding career with a talented and diverse workforce. 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 package. The Business Development Partner role is focused on in‑person coaching and support. Flexibility can be discussed throughout the selection process depending on role requirements and individual needs. This role has a salary outside of the posted range. Sun Life offers a market‑competitive total compensation package, including a base salary and variable incentive. The role is eligible for a sales incentive plan with industry‑leading payout opportunities. Salary Range: 80,000-128,000 Job Category: Sales - SIP Posting End Date: 13/11/2025 Seniority level Not Applicable Employment type Full‑time Job function Business Development and Sales Financial Services and Insurance Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate, and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e‑mail a request to We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients, and you Several work options are available and can be discussed throughout the selection process depending on role requirements and individual needs. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. #J-18808-Ljbffr