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    • Business Development Partner - Ajax - Sun Life Financial

    Sun Life Financial
    Sun Life Financial Ajax

    1 month ago

    Default job background
    Description

    Business Development Partner

    You are unique, and your background, experience, and perspective will be valued here. You'll work with dynamic colleagues who are eager to share their knowledge and inspire you to reach your potential.

    We're dedicated to making a difference in the lives of individuals, families, and communities around the world.

    Job Description:

    The Business Development Partner role involves onboarding, developing, coaching, and supporting between 8-15 Advisors for 36-48 months. This is a holistic approach to business development, sales growth, and client service.

    This position reports to the District Manager.

    Key Responsibilities:

    1. Lead Advisors through onboarding, training, and development programs.
    2. Work with Advisors to meet financial and strategic objectives.
    3. Oversee measures to ensure compliant operations at the Financial Centre Level.
    4. Ensure Advisors are trained, licensed, registered, and following defined products to ensure compliance with regulatory and Sun Life obligations.
    5. Recruit, select, train, and onboard new Advisors, overseeing successful execution of an Onboarding Plan.
    6. Escalate client complaints, including assessment and advisor investigations.
    7. Ensure operational effectiveness aligns with business plans by ensuring adherence to Advisor Agreement, data, and metrics activity.

    Requirements:

    1. Strong product knowledge of insurance and wealth products, with good understanding of local market characteristics.
    2. Strong sales management and business development skills.
    3. Strong mentoring, coaching, performance management, and influencing skills.
    4. Strong communication (written and verbal) and relationship building skills.
    5. Previous experience leading people through large-scale change within a matrix environment.
    6. Previous experience in an Advisor role, with a proven track record of developing successful Advisors, would be an asset.
    7. Professional financial services designation would be an asset.

    Benefits:

    1. Flexible Benefits from day one to meet the needs of you and your family.
    2. Membership in the Sun Life family, united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
    3. Talented and diverse workforce; opportunity to launch a rewarding career.
    4. A company that promotes health, wellness, and work/life balance.
    5. Opportunity to give back to the communities in which we live, work, and do business.

    Salary Range: $78,000 - $128,000

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