Business Development Partner - Greater Calgary

Job Description

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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.

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 the broader community.

Objective of this role:

The primary purpose of the Business Development Partner is to recruit, onboard, develop and coach developing advisors during their first four years. You will 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 will report to the District Manager and collaborate with the district and regional team.

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 positive onboarding experience, which includes; assistance 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. Conducting 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: 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 in providing support to advisors
• Monitor and track advisor activities, analyze data to drive insights into business practices.
• Oversee required measures and activities to ensure compliant operations at the District level.
• 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 metrics related to recruiting and production

What do you need to succeed?

• Strong sales management and business development skills.
• Strong prospecting and recruitment skills.
• Strong mentoring, coaching, performance management and influencing skills.
• Strong communication (written and verbal) and relationship building skills.
• Strong knowledge of insurance and wealth products.
• Ability to support an advisor in defining and accessing their target market
• Previous experience leading sales teams.
• Strong working knowledge of the regulatory environment.

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 in which 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, CRMs, Microsoft applications

What will be nice to have:

• Professional designation(s) in financial services.
• Previous experience in an advisor role.
• Previous people leadership experience.

What’s in it for you?

• We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
• Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
• 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.