Business Development Partner
Business Development Partner
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll 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 youll 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.
Job Description:
The primary purpose of the Business Development Partner is to onboard develop coach and support between 815 developing Advisors for a period of 3648 months in a holistic approach to business development (e.g. insurance and wealth) sales growth and client service. This role will report to the District Manager.
What will you do
Recruit select train and onboard new Advisors and actively oversee successful of an Onboarding Plan.
Lead developing Advisors through onboarding training and development programs.
Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth productivity client engagement etc.
Oversee required measures to ensure compliant operations at the Financial Centre Level.
Ensure assigned Advisors are appropriately trained licensed registered and following defined products suitability to ensure compliance with regulatory and Sun Life obligations.
Escalate client complaints including assessment and advisor investigations.
Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement data and metrics activity.
What do you need to succeed
2 to 3 years of experience working with advisors.
A passion for leadership focused on the success of others.
Must have or be willing to obtain a valid Life Insurance Agents license in the province in which your Financial Centre is located.
Must have or be willing to obtain a Mutual Funds License in the province in which your Financial Centre is located.
Must be willing to 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.
Preferred:
A professional financial services designation would be an asset.
Previous experience in an Advisor role with proven track record of developing successful advisors would be an asset.
Previous people leadership experience would be an asset.
Proficient with various technologies i.e. Salesforce Sun Vision Financial Analyzer.
Bilingual (English/French).
Whats in it for you
Position incentive includes competitive base salary with commission component
A friendly collaborative and inclusive culture
20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension stock and savings programs to help build and enhance your future financial security
Flexible work environment
The opportunity to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre available 24/7 for your learning needs
Wellness programs that support the three pillars of your health mental physical and financial
Recent Awards:
Were honoured to be recognized as a 2024 Best Workplace in Canada by Great Place to Work Canada
Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights 2024
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 factors. In addition 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 email a request to .
78000//128 000Job Category:
Sales SIPPosting End Date:
02/04/2025Employment Type
Full-Time
