Business Development Partner

Description:

Sun Life Québec invites you to join a dynamic, supportive work environment where you will help develop and mentor a team of 8 to 15 business development advisors over 36 to 48 months. The focus is on a comprehensive approach combining insurance and wealth management, emphasizing sales growth and client service excellence.

Key Responsibilities:

• Lead, onboard, train, and develop business development advisors during their initial integration and ongoing skill development.

• Collaborate with advisors to meet financial and strategic goals such as sales growth, productivity, and client engagement.

• Ensure compliance with operational standards across the financial center.

• Verify that assigned advisors hold necessary training and licenses and follow product suitability processes to meet regulatory and company obligations.

• Recruit, select, train, and onboard new advisors, managing the implementation of their welcome plans.

• Escalate client complaints for higher-level assessment and investigation as needed.

• Maintain operational efficiency in line with business plans, ensuring contract terms and data-related measures are respected.

Skills and Qualifications:

• Strong knowledge of insurance and wealth management products with a good understanding of the local market characteristics.

• Proven sales management and business development skills.

• Excellent mentoring, coaching, and performance management capabilities with influence skills.

• Strong communication skills (oral and written) and relationship-building abilities.

• Experience managing staff through large-scale change in a matrix environment.

• Previous experience as an advisor and demonstrated ability to develop successful advisors is an asset.

• Experience in leadership roles is a plus.

• Excellent practical knowledge of regulatory frameworks.

Education and Certifications:

• At least 5 years of relevant experience in financial services.

• Valid life insurance license for the province where the financial center is located.

• Willingness to complete branch manager course and qualifications required to register as a branch manager for mutual funds with the appropriate securities commission.

• Good standing with applicable regulatory bodies.

• Professional financial services designation(s) considered an asset.

• Proficiency with various technology tools such as Salesforce and Conquest Planning.

Benefits:

• Performance-oriented culture.

• Collaborative and supportive work environment.

• Diverse and talented workforce offering rewarding career opportunities.

• Commitment to health, well-being, and work-life balance.

• Encouragement of continuous improvement and employee development.

• Established, reputable organization with a history of over 150 years.

• Attractive compensation and benefits program.

Additional Notes:

• Salary includes base and competitive incentive bonuses. Compensation may vary by location and other factors.

• Sun Life Québec is committed to diversity, inclusion, and accommodation. Candidates with disabilities requiring accommodation can contact the provided email.

• Flexible working arrangements are offered depending on role requirements and individual needs.

Job Posting End Date:
June 13, 2025