Hybrid Business Development Partner

at Sun Life

• Job title: Business Development Partner
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: CA$80,000 - CA$128,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: SFDC
• Location requirements: Hybrid, Brampton, Canada

About the role

• Business Development Partner onboarding and developing Advisors for insurance and wealth growth. Overseeing compliance, training, and client relationship management in a supportive environment.

Responsibilities

• Lead developing Advisors through onboarding, training and development programs.
• Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.).
• Oversee required measures to ensure compliant operations at the Financial Centre Level.
• Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.
• Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
• Escalate client complaints including assessment and advisor investigations.
• Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data and metrics activity.

Requirements

• Strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local market.
• Strong sales management and business development skills.
• Strong mentoring, coaching, performance management and influencing skills.
• Strong communication (written and verbal) and relationship building skills.
• Previous experience leading people through large-scale change within a matrix environment.
• Previous experience in an Advisor role, with proven track record of developing successful advisors, would be an asset.
• Previous people leadership experience would be an asset.
• Strong working knowledge of the regulatory environment.
• 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 be willing to 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.
• Must be in good standing with applicable regulators.
• A professional financial services designation would be an asset.
• Proficient with various technologies – i.e. Salesforce.com, Sun Vision Financial Analyzer.

Benefits

• Working within a high performance culture.
• Supportive working environment, culture of collaboration.
• Talented and diverse workforce; opportunity to launch a rewarding career.
• 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 and benefit package.