- Support experienced advisors to deliver on holistic business results (i.e. grow insurance and wealth sales, clients, assets, etc.) by introducing resources including Practice Management and Consulting Services and collaborate on market identification, sales planning and joint field work.
- Coach and support experienced Advisors to deliver effectively on business results; support the Advisors in creating proposals, business solutions and implementation plans to achieve business results.
- Support the recruitment of experienced advisors consistent with Region and Financial Centre business plans and requirements; actively oversee the successful execution of an onboarding plan, in collaboration with Practice Management Centre of Excellence.
- Monitor and manage performance of experienced advisors and ensure alignment to business targets.
- Deliver business results consistent with district and regional targets (sales growth, productivity, client engagement).
- Conduct block and client segmentation analysis to support advisor in improving business performance and client engagement.
- Oversee required measures to support the District Director in ensuring compliant operations at the Financial Centre.
- Provide oversight and support for corrective action of market conduct audit.
- Work closely with the advisor in the assigned Financial Centre transitioning from developing advisor to other advisor segments with emphasis on practice management, coaching including business planning, effective joint field work, best practices, digital tool adoption and other methods to grow their practice.
- Business acumen, strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local and broader 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.
- Strong working knowledge of the regulatory environment in which Sun Life Financial Distribution operates.
- University Degree with minimum 7 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 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.
- 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 package.
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Business Development Consultant - London, Canada - Sun Life
Description
Description
de poste:Be part of this exciting opportunity for a dynamic, high performing sales management/business development professional with minimum 7 years financial services experience, to bring their strong knowledge of insurance and wealth products to this role, and oversee the coaching of experience advisors.
Come and have a direct impact experienced Advisor's careers and businesses
In this role you will report to the Regional Vice-President with a dotted reporting relationship to the District Director.
What will you do?
What do you need to succeed?
Educational Requirements:
What's in it for you?
PLEASE NOTE:
** The pay for sales roles includes a competitive salary and bonus plan. This role has a salary that exceeds the range posted below.
L'échelle du salaire de base est pour l'emplacement principal du poste affiché. Elle peut varier selon l'emplacement du candidat sélectionné et d'autres facteurs. En plus du salaire de base, les employés admissibles de la Financière Sun Life participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l'employé et de la compagnie. Certains postes de vente participent à des programmes de rémunération incitative basés sur les résultats de vente individuels ou de groupe.
Depuis toujours, la diversité et l'intégration sont au cœur des valeurs de la Financière Sun Life. Nous croyons qu'un effectif diversifié ayant des points de vue variés et des idées créatives est avantageux pour nos clients, pour les collectivités où nous exerçons nos activités, ainsi que pour nous tous, en tant que collègues. Nous accueillons avec enthousiasme les candidatures de personnes compétentes provenant de tous les horizons.
Les personnes handicapées ayant besoin de mesures d'adaptation pour présenter leur candidature et celles qui doivent consulter les offres d'emploi sur un support de substitution peuvent envoyer leur demande par courriel à l'adresse ''.
À la Sun Life, nous voulons créer un environnement de travail flexible où nos employés sont outillés pour donner le meilleur d'eux-mêmes. Nous offrons plusieurs options de travail flexibles selon les exigences du poste et les besoins individuels. N'hésitez pas à en discuter pendant le processus de sélection.
Nous remercions tous les candidats de l'intérêt manifesté pour ce poste. Nous ne communiquerons qu'avec les personnes qui auront été retenues pour passer une entrevue.
Échelle salariale:
76,000/ ,000/125 000Catégorie d'emploi :
Ventes - SIPFin de l'affichage :
09/05/2024
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