Business Development Partner

Business Development Partner - Sun Life Corner Brook Sun Life Corner Brook, Newfoundland and Labrador, Canada

Join the Sun Life district team to recruit, onboard, train, develop and coach advisors during their first four years. The primary purpose is to help advisors establish a holistic financial services practice that includes life, health insurance and wealth products.

Responsibilities

Source candidates for the Sun Life advisor role through community contacts and other referral sources, centers of influence.

Support candidates and ensure a positive onboarding experience, including licensing studies, market identification, business planning and joint client appointments.

Train, onboard new advisors and actively oversee successful implementation of onboarding plans, conducting training in product knowledge, sales process and providing pre- and post-sales support.

Coach advisors on prospecting, developing a holistic business practice, cross-selling opportunities, sales cycle, business management and prospecting.

Work with advisors to meet financial and strategic objectives (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.

Oversee required measures and activities to ensure compliant operations.

Ensure advisors are appropriately trained, licensed, registered and following suitability reviews.

Escalate client complaints and advisor investigations.

Ensure advisor conduct aligns with Advisor Agreement.

Achieve key recruiting and production metrics.

Foster a positive culture and relationship within the District through events, recognition programs and meeting participation.

Build community presence for Sun Life and local advisors through events, activities and sponsorships.

Qualifications \ Business acumen, product knowledge (insurance and wealth) and understanding of market, competition and industry.

Strong sales management, business development and prospecting skills.

Strong mentoring, coaching, performance management and influencing skills.

Problem solving, analytical and decision-making skills.

Strong communication, presentation, written and verbal skills.

Ability to support an advisor in defining and accessing target market.

Previous experience leading sales teams.

Goal-oriented focus on achieving targets.

Strong working knowledge of regulatory environment.

Ability to manage performance management in a sales culture.

Committed to ongoing personal and professional development.

Minimum 2 years of related experience in financial services industry.

Valid Life Insurance Agent’s license in relevant province.

Valid Mutual Fund license or obtain it within 90 days.

Complete Branch Manager’s Course Examination and meet experience required to become registered as a mutual fund branch manager within 6 months.

Good standing with applicable regulators.

Proficient with Salesforce.com, financial planning software, Microsoft applications.

Assets

Professional designation(s) in financial services.

Previous experience in an advisor role.

Prior people leadership experience.

What’s in it for you

Work within a high-performance culture and be recognized for achievements.

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.

Continuous improvement mindset.

Reputable organization with 150+ years history.

Attractive compensation package.

Flexible work options available.

Salary Range 80,000 – 128,000

Review and Application Process We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

EEO and Accessibility 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 thebrightside@sunlife.com.

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.

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