22 Oct
|
Sun Life
|
Toronto
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. 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. Every day, you'll have new and exciting opportunities to make life brighter for our clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and the broader community.
Job DescriptionLocation: Brampton and Mississauga
Coaching for growth, client‑centric, relationship‑focused, sales‑driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life district team and contribute to making a positive difference for Canadians and advisors.
Objective of this roleThe primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach new advisors during their first four years. You’ll help these advisors establish their business and witness their growth, supporting them in building a holistic financial services practice that includes life, health insurance and wealth products. You’ll report to the District Manager (DM) and collaborate with the district and regional team to generate business results for the overall District.
What will you do?
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals and centres of influence.
Support candidates and ensure a positive onboarding experience, including support with licensing studies,
market identification, business planning, and joint client appointments.
Train and onboard new advisors and actively oversee the successful implementation of their onboarding plan. Conduct training in areas such as product knowledge, sales process and provide pre‑ and post‑sales support.
Develop advisor skills and capabilities through coaching in areas such as prospecting, building a holistic business practice, assessing opportunities for cross‑selling, sales cycle, business management and prospecting.
Work with advisors to meet their financial and strategic objectives (e.G., sales growth, productivity, client engagement).
Partner with head office Centre of Excellence teams to support advisors.
Monitor and track advisor activities, analyze data to drive insights into business practices.
Oversee required measures and activities to ensure compliant operations.
Ensure assigned advisors are appropriately trained, licensed, registered and performing suitability reviews to ensure compliance with regulatory and Sun Life obligations.
Escalate client complaints, including assessment and advisor investigations.
Ensure advisor conduct aligns with the Advisor Agreement.
Achieve key recruiting and production metrics.
Foster a positive culture and relationship within the District through events,
recognition programs and participation in meetings.
Build community presence for Sun Life and local advisors through events, activities and sponsorships.
Required skills
Business acumen, product knowledge (insurance and wealth) and an understanding of the market, competition and industry.
Strong sales management and business development skills.
Robust prospecting and recruitment skills.
Strong mentoring, coaching, performance management and influencing skills.
Problem‑solving, analytical and decision‑making skills.Solid 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.
Forward‑thinking, goal‑oriented with focus on achieving targets.
Robust 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.
Qualification and educational requirements
Minimum 2 years of related experience within the financial services industry.
Must hold a valid Life Insurance Agent’s license in the province where the District is located.
Must hold a valid Mutual Fund license or obtain it within the first 90 days.
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.
Must be in good standing with applicable regulators.<
📌 Business Development Partner (Toronto)
🏢 Sun Life
📍 Toronto