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St. John's

    Business Development Partner - St. John's, Canada - Sun Life

    Sun Life
    Sun Life St. John's, Canada

    Found in: Talent CA C2 - 5 days ago

    Default job background
    Full time
    Description

    Job Description

    :

    The primary purpose of the Business Development Partner is to onboard, develop, coach and support between 8-15 developing Advisors for a period of 36-48 months in a holistic approach to business development (e.g. insurance and wealth), sales growth and client service.

    What will you do?

  • 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.

    • What do you need to succeed?

  • 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.

    • Educational Requirements:

  • 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. , Sun Vision Financial Analyzer.

    • What's in it for you?

  • 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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