Business Development Team Lead growing Fenergo’s AI - powered financial crime compliance software pipeline. Leading Toronto enterprise sales development while carrying strategic accounts and coaching representatives.
About the role
- Business Development Partner recruiting and coaching Sun Life advisors building insurance and wealth practices. Supporting licensing, sales growth, compliance, and district performance.
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
- Conduct training on product knowledge, sales processes, and pre- and post-sales support
- Coach advisors on prospecting, holistic practice development, cross-selling, sales cycles and business management
- Help advisors achieve sales growth, productivity and client engagement objectives
- Partner with head office Centre of Excellence teams to support advisors
- Monitor and track advisor activities and analyze data to generate business insights
- Oversee compliant operations, training, licensing, registration and product suitability reviews
- Escalate client complaints and conduct 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 advisors’ 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
- 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
- Bilingualism in French and English, oral and written, required
- Strong communication and relationship-building skills
- Ability to support an advisor in defining and accessing their target market
- Previous experience leading sales teams
- Goal-oriented and focused 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
- Proficiency with Salesforce.com, financial planning software, and Microsoft applications
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
- Company that promotes health, wellness, and work/life balance
- Continuous improvement encouraged
- Flexible work options
- Market-competitive total compensation package, including a base salary and variable incentive
- Sales incentive plan with industry-leading incentive payout opportunities
- Diversity and inclusion initiatives
- Accommodation available in the application process
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