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 advisor supporting sales, client relationships, and personalized financial solutions at Desjardins. Hybrid role serving members and clients through multiple distribution channels.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Advise partners, practitioners, members and clients on products, services and solutions and ensure their satisfaction
- Analyze and meet very technically complex client needs, handle requests and follow up as needed
- Collect, compile and analyze data
- Prepare reports and recommendations
- Stay on top of the latest standards, products and services in your field
- Help serve and maintain business relationships with members and clients
- Help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices
- Build and maintain business relationships with clients
- Review complex requests and help promote and sell products and services based on client needs and business objectives
- Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
- Develop and implement personalized solutions
Requirements
- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Business insight
- Collaborates
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
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