You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to current heights. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Coaching for growth, Client centric, relationship focused, sales driven and energetic. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.

Discover how you can make a difference in the lives of individuals, families and the broader community. The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach developing advisors during their first four years. You’ll play an important role in helping these advisors establish their business and witness their growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products.

You’ll report to the District Manager (DM) and collaborate with the district and regional team and help generate business results for the overall District. Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence. Support candidates and ensure a positive onboarding experience, which includes support with licensing studies, market identification, business planning, and joint client appointments.

Train and onboard new advisors and actively oversee successful implementation of their onboarding plan. Conduct training in various areas such as product knowledge,



sales process and through providing pre- and post-sales support. Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross-selling, the sales cycle, business management, prospecting etc.

Work with these advisors to meet their financial and strategic objectives (i.e., sales growth, productivity, client engagement, etc.). Partner with various head office Centre of Excellence teams to support advisors. Monitor and track advisor activities, analyze data to drive insights into business practices.

Ensure assigned advisors are appropriately trained, licensed, registered, and following defined product suitability reviews to ensure compliance with regulatory and Sun Life obligations.

Escalate

Client complaints including assessment and advisor investigations. Business acumen, product knowledge (insurance and wealth) and an understanding of the market, competition and industry. Strong sales management and business development skills.

Strong mentoring, coaching, performance management and influencing skills. Strong communication (presentation, written and verbal) and relationship building skills. Ability to support an advisor in defining and accessing their target market.

Previous experience leading sales teams. Strong working knowledge of the regulatory environment.



Ability to manage a successful performance management process in a sales culture. Committed to ongoing personal and professional development.

Must hold a valid Life Insurance Agent’s license in the province where this role is located. Must 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, within the first 6 months in the role. Salesforce.com, Financial Planning software, Microsoft applications.

Work within a high-performance culture and be recognized for your achievements. We encourage our employees to champion continuous improvement. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.

Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected] are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

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