Business Development Partner

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 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, 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, the 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

Qualification and educational requirements

Assets

What’s in it for you?

Salary

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 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.

Salary Range : 80,000 – 128,000

Diversity and Inclusion

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 may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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

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