Business Development Representative for legal tech company in Sydney. Focusing on managing sales pipeline and building client relationships in a hybrid working model.
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.
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