Business Development Consultant recruiting and coaching experienced financial advisors at Sun Life. Focused on business growth and client engagement within a supportive team environment.
Responsibilities
Recruit, onboard, coach and develop experienced advisors.
Source new and experienced candidates for the Sun Life advisor role through community contacts and referrals.
Maintain regular contact with referral sources, including advisors and community partners.
Actively oversee the successful execution of a new advisors’ onboarding plan.
Support experienced advisors in growing their insurance and wealth sales by providing coaching and training.
Monitor and manage performance of experienced advisors and ensure alignment to business targets.
Requirements
University degree with minimum 5 years of related experience within the financial services industry.
Must hold a valid Life Insurance Agent’s license in the province in which your Financial Centre is located.
Must hold a valid Mutual Fund license.
Must have completed 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.
Must be in good standing with applicable regulators.
A professional financial services designation would be an asset.
Benefits
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.
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