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 Partner recruiting, onboarding, and coaching Sun Life advisors. Supporting compliant insurance and wealth practices across Edmonton and Red Deer.
Responsibilities
- Recruit, onboard, train, develop, and coach developing advisors during their first four years
- Help advisors establish businesses and build holistic financial services practices covering life and health insurance and wealth products
- Report to the District Manager and collaborate with district and regional teams
- Source advisor candidates through community contacts, referrals, and centres of influence
- Support candidates with licensing studies, market identification, business planning, and joint client appointments
- Train and onboard new advisors and oversee implementation of onboarding plans
- Provide product knowledge, sales process, pre-sales, and post-sales training and support
- Coach advisors on prospecting, holistic business development, cross-selling, sales cycles, and business management
- Help advisors meet financial and strategic objectives, including sales growth, productivity, and client engagement
- Partner with head office Centre of Excellence teams to support advisors
- Monitor advisor activities and analyze data to generate business insights
- Ensure compliant operations, appropriate training, licensing, registration, and product suitability reviews
- Escalate Client complaints and support assessments and 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
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 and product knowledge in insurance and wealth
- Understanding of the market, competition, and industry
- Strong sales management and business development skills
- Strong prospecting and recruitment skills
- Mentoring, coaching, performance management, and influencing skills
- Problem-solving, analytical, and decision-making skills
- Strong presentation, written, verbal communication, and relationship-building skills
- Ability to support an advisor in defining and accessing their target market
- 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
- 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
- Health, wellness, and work/life balance programs
- Continuous improvement culture
- Attractive compensation package
- Variable incentive and participation in a sales incentive plan with industry-leading incentive payout opportunities
- Flexible work options depending on role requirements and individual needs
- Accommodation support during the application process
- Hybrid organization offering flexibility to work from the office and virtually based on business, Client, and employee needs
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