Partenaire en développement des affaires chez Sun Life, compagnie de services financiers et d’assurance. Recrutement, formation, encadrement et conformité des conseillers financiers.
Responsibilities
Recruit, onboard, train, develop, and coach development advisors during their first four years under contract
Source candidates through community contacts, centers of influence, and other referral sources
Support candidates with onboarding, licensing education, market identification, business planning, and joint appointments with clients
Actively oversee the implementation of onboarding plans for new advisors
Deliver training on product knowledge, the sales process, and pre- and post-sale support
Develop advisors’ skills in prospecting, comprehensive solutions, cross-selling, the sales cycle, and business management
Help advisors achieve their financial and strategic objectives
Collaborate with Head Office Centres of Excellence
Monitor activities, conduct follow-ups, and analyze business-practice data
Oversee the measures required to ensure operational compliance
Verify advisors’ training, registration, licensing, and product suitability assessments
Escalate complaints, including assessments and investigations
Ensure advisors’ conduct complies with their contracts
Achieve key recruitment and production metrics
Foster a positive culture and strong relationships across the district through events, recognition programs, and meetings
Build a community presence for Sun Life and local advisors through events, activities, and sponsorships
Report to the District Director and collaborate with district and regional teams
Requirements
At least 2 years of relevant experience in the financial services industry
Valid life insurance licence in the province where the district is located
Valid mutual funds licence, or obtain the licence within the first 90 days
Successfully complete the Branch Managers’ Course examination within the first 6 months
Sufficient experience to register as a mutual fund branch manager with the applicable provincial securities commission
In good standing with the applicable regulatory bodies
Proficiency with a variety of technology tools, such as Salesforce, financial planning software, and Microsoft applications
Business acumen and knowledge of insurance and wealth management products
Strong sales management and business development skills
Strong prospecting and recruiting skills
Mentoring, coaching, and performance management skills
Problem-solving, analytical, and decision-making skills
Strong communication, presentation, and relationship-building skills
Previous experience leading sales teams
Excellent working knowledge of the regulatory environment
Benefits
Performance-driven environment with recognition for achievements
Supportive and collaborative work environment
Rewarding career working with talented and diverse teams
Company that values health, well-being, and work-life balance
Continuous improvement program
Well-established organization with more than 150 years of history
Competitive compensation program
Flexible work options that can be discussed
Variable compensation and sales incentive plan, with opportunities for industry-leading incentive payouts
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