Business Development Partner

il y a 12 heures

Orléans, Centre-Val de Loire, France Sun Life Financial Temps plein

Job Title: Business Development Partner

Job Summary:

We are seeking a highly skilled Business Development Partner to join our team at Sun Life Financial. As a Business Development Partner, you will be responsible for onboarding, developing, coaching, and supporting developing Advisors in a holistic approach to business development, sales growth, and client service.

Key Responsibilities:

  1. Lead developing Advisors through onboarding, training, and development programs.
  2. Work with developing Advisors to meet financial and strategic objectives, including sales growth, productivity, client engagement, and compliance.
  3. Oversee required measures to ensure compliant operations at the Financial Centre Level.
  4. Ensure assigned Advisors are appropriately trained, licensed, registered, and following defined products and suitability to ensure compliance with regulatory and Sun Life obligations.
  5. Recruit, select, train, and onboard new Advisors and actively oversee the successful execution of an Onboarding Plan.
  6. Escalate client complaints, including assessment and advisor investigations.
  7. Ensure operational effectiveness is consistent with business plans by ensuring adherence to Advisor Agreement, data, and metrics activity.

Requirements:

  1. Strong product knowledge of insurance and wealth products, with a good understanding of the local market.
  2. Strong sales management and business development skills.
  3. Strong mentoring, coaching, performance management, and influencing skills.
  4. Strong communication (written and verbal) and relationship building skills.
  5. Previous experience leading people through large-scale change within a matrix environment.
  6. Previous experience in an Advisor role, with a proven track record of developing successful Advisors, would be an asset.
  7. Previous people leadership experience would be an asset.
  8. Strong working knowledge of the regulatory environment.
  9. Minimum 5 years of related experience within the financial services industry.
  10. Must hold a valid Life Insurance Agent's license in the province in which your Financial Centre is located.
  11. 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.
  12. Must be in good standing with applicable regulators.
  13. A professional financial services designation would be an asset.
  14. Proficient with various technologies, including Salesforce.com and Navi Plan.

What's in it for you?

  1. Working within a high-performance culture.
  2. A supportive working environment, culture of collaboration.
  3. A talented and diverse workforce, with opportunities to launch a rewarding career.
  4. A company that promotes health, wellness, and work/life balance.
  5. We encourage our employees to champion continuous improvement.
  6. Joining a reputable organization with over 150 years of history.

Compensation:

The pay for sales roles includes a competitive salary and bonus plan. This role has a salary outside of the range posted below. The pay range for this position is $80,000-110,000, including bonus and commissions.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. 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:

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. We welcome applications from qualified individuals from all backgrounds.

Accommodation:

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 *************@sunlife.com.

Flexible Work Options:

We strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Thank you:

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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