Business Development Partner

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.