Business Development PartnerSun Life Financial • Edmonton, Division No. 11, Canada
Business Development Partner
Sun Life Financial • Edmonton, Division No. 11, Canada
30+ days ago
Job type
- Full-time
Job descriptionSource 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 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 Agent’s license in the province your District is located. Must hold a valid Mutual Fund license or obtain it within the first 90 days. Must complete the Branch Manager’s 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., Salesforce.com, Financial Planning software, Microsoft applications. Professional designation(s) in financial services. Previous experience in an advisor role. 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 needsThe 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. Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.Join a top employer for a brighter future. Visit
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Development Partner • Edmonton, Division No. 11, Canada
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