Business Development Partner

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 (BDP) is to recruit, onboard, train, develop and coach developing 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

What do you need to succeed?

• 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 where this role 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.

What will be nice have:

• Professional designation(s) in financial services.

• Previous experience in an advisor role.

• Previous people leadership experience.

What’s in it for you?

• 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.