Business Development Partner

3 weeks ago


City of Moncton, Canada Sun Life Full time

Job Description : 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. This is an in‑office role located in Moncton, however there is flexibility for candidates located in Fredericton and Saint John to work in an office in either of those cities. Coaching for growth, client‑centric relationship focused, sales‑driven and energetic. If this feels well aligned to who you are and areas you want to focus on we have the right opportunity for you. Join the Sun Life district team and contribute to making a positive difference for Canadians and advisors. 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) and 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 and centres of influence. Support candidates and ensure a positive onboarding experience which includes support with 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 in various areas such as product knowledge, sales process and through providing pre‑ and post‑sales support. Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross‑selling, sales cycle, business management, prospecting, etc. Work with these advisors to meet their financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.). Partner with various 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 following defined product suitability reviews to ensure compliance with regulatory and Sun Life obligations. Escalate client complaints including assessment and advisor investigations. Ensure advisor conduct aligns to 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 with 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 Agents license in the province where your District is located. Must hold a valid Mutual Fund license or obtain it within the first 90 days. Must complete the Branch Managers Course Examination and satisfy the experience required to become registered as a mutual fund branch manager with the appropriate provincial securities commission within the first 6 months in the role. Must be in good standing with applicable regulators. Proficient with various technologies i.e. Financial Planning software, 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 intended to be focused on in-person coaching and support. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Flexible work options can be discussed throughout the selection process depending on the role requirements and individual needs. This role has a salary outside of the range posted below. Sun Life offers a market-competitive total compensation package including a base salary and variable incentive. This role is eligible to participate in a sales incentive plan with industry-leading incentive payout opportunities. The base pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other additions to base pay. Eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. 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 (email‑protected). 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 the 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. Salary Range : 80 000 – 128 000 Job Category : Sales – SIP Posting End Date : 20 / 11 / 2025 Key Skills Marketing & Sales Business Administration Bid Instrumentation & Control HACCP Employment Type : Full-Time Experience : Years Vacancy : 1 #J-18808-Ljbffr



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