Business Development Consultant at Sun Life, helping Canadians achieve financial security through advisor recruitment, coaching, and practice growth. Supporting insurance and wealth sales, compliance, and district targets.
About the role
- Business Development Representative booking and rescuing consultations for CanadaVisa's AI-native immigration law firm. Managing outreach, follow-up, and lawyer calendar coordination.
Responsibilities
- Conduct rapid outreach by email, phone, and text to prospective clients
- Book and organize lawyers' consultations
- Own follow-up for every conversation and ensure timely completion
- Rescue cancellations, no-shows, and stalled conversations
- Draft routine replies for lawyer review
- Help lawyers prioritize each morning
- Handle simple client questions and provide warm handoffs to lawyers
- Maintain full, consecutive lawyer calendars and strong consultation show rates
- Track consultations booked and completed, follow-up timeliness, and response speed
- Work daily with lawyers, growth leadership, and the COO
Requirements
- Strong written communication skills
- Confident and personable phone manner
- Highly organized, able to manage calendars and queues at volume
- Fast response and proactive follow-up
- Fluency with CRMs, shared calendars, SMS platforms, and AI drafting assistants, or ability to learn them quickly
- Patience, empathy, and discretion with older, cautious clientele
- Experience using Claude, ChatGPT, and related AI tools
- French is a bonus
- Familiarity with Close CRM is a bonus
- High-trust coordination experience in law firms, medical offices, or financial services is a bonus
- Customer-facing scheduling experience is a bonus
- Toronto-based and able to work hybrid
- Must never provide legal advice
Benefits
- Flexible vacation
- Variable compensation tied to booked-and-completed consultations
- Contract-to-start arrangement with intent to convert
- Career progression options in sales, revenue operations, product, and operations
- AI-native tools and working environment
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Experience level
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Degree requirement
No Education Requirement
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