Business Development Representative generating sales opportunities for Creyos’ B2B SaaS brain - health tools. Managing prospect outreach, inbound leads, and Salesforce sales activity in hybrid Toronto role.
About the role
- Sun Life Business Development Partner recruiting, onboarding, and coaching advisors. Supporting insurance and wealth practices across Laval, Blainville, and surrounding Quebec sectors.
Responsibilities
- Recruit, onboard, train, develop, and coach developing advisors during their first four years
- Help advisors establish their businesses and build holistic financial services practices covering life and health insurance and wealth products
- Source advisor candidates through community contacts, referrals, and centres of influence
- Support candidates with licensing studies, market identification, business planning, and joint client appointments
- Oversee implementation of advisor onboarding plans
- Conduct training on product knowledge, sales processes, and pre- and post-sales support
- Coach advisors on prospecting, holistic practice development, cross-selling, sales cycles, business management, and related areas
- Help advisors achieve financial and strategic objectives, including sales growth, productivity, and client engagement
- Partner with head-office Centre of Excellence teams to support advisors
- Monitor and track advisor activities and analyze data to generate business insights
- Ensure compliant operations and required measures and activities
- Ensure advisors are trained, licensed, registered, and following product suitability reviews
- Escalate Client complaints and assess advisor investigations
- Ensure advisor conduct aligns with the Advisor Agreement
- Achieve recruiting and production metrics
- Foster positive District culture through events, recognition programs, and meetings
- Build Sun Life and local advisor community presence through events, activities, and sponsorships
- Report to the District Manager and collaborate with district and regional teams
Requirements
- Minimum 2 years of related experience within the financial services industry
- Valid driver's license
- Must hold a valid Life Insurance Agent’s license in the province your District is located
- Must hold a valid Mutual Fund license or obtain it within the first 90 days
- Must 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 within the first 6 months
- Must be in good standing with applicable regulators
- Business acumen, insurance and wealth product knowledge, and understanding of the market, competition, and industry
- Strong sales management and business development skills
- Strong prospecting and recruitment skills
- Strong mentoring, coaching, performance management, and influencing skills
- Problem-solving, analytical, and decision-making skills
- Strong written, verbal, presentation, communication, and relationship-building skills
- Ability to support advisors in defining and accessing target markets
- Previous experience leading sales teams
- Forward-thinking and goal-oriented, with focus on achieving targets
- Strong working knowledge of the regulatory environment
- Ability to manage a successful performance management process in a sales culture
- Commitment to ongoing personal and professional development
- Bilingualism in French and English, oral and written, required
- Proficiency with Salesforce.com, financial planning software, and Microsoft applications
- Professional designation(s) in financial services, previous advisor experience, and previous people leadership experience are assets
Benefits
- Work within a high-performance culture and be recognized for your achievements
- Supportive, collaborative working environment
- Opportunity to launch a rewarding career with a talented and diverse workforce
- Health, wellness, and work/life balance focus
- Continuous improvement culture
- Attractive compensation package
- Sales incentive plan with industry-leading incentive payout opportunities
- Flexible work options, including working from the office and virtually based on business, Client, and individual needs
- Accommodation support for persons with disabilities
- AI-supported candidate sourcing, screening, and interview scheduling
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