Business Development Specialist at Logan Simpson supporting BD activities and client relationships. Requires 5 - 7 years BD experience and a Bachelor's degree in related field.
About the role
- 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.
- Attractive compensation package.
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