Business Development Partner

Description:

This role will report to the District Director.

What will you do?

• Lead developing Advisors through onboarding, training and development programs for the territory

• 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. Salesforce.com, Sun Vision Financial Analyzer