Advisor Development Leader: Coaching & Growth
Sun Life Financial
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Job summary
Sun Life Financial recherche un Business Development Partner à Winnipeg pour recruter, onboarder et coacher des Advisors en début de carrière. Vous soutenez leur croissance en bâtissant une pratique holistique de services financiers incluant assurance vie et produits de richesse, sous la supervision du District Manager.
Le candidat idéal possède une solide expérience commerciale, des compétences en mentorat et une connaissance du cadre réglementaire.
Qualifications
- Minimum 5 years of related experience within financial services.
- Must hold a valid Life Insurance Agent’s license in the province where the center is located.
- Ability to lead people through large-scale change in a matrix environment.
- Knowledge of regulatory requirements and compliant operations.
Responsibilities
- Lead onboarding, training and development programs for new Advisors.
- Help Advisors grow sales and client engagement in line with business goals.
- Ensure compliance and proper licensing, registration and product suitability.
- Recruit, train and onboard new Advisors and oversee onboarding plans.
- Escalate client complaints and monitor advisor investigations.
- Align operations with Advisor Agreement and data/metrics activity.
Skills
Education
Tools
Job description
Sun Life Financial recherche un Business Development Partner à Winnipeg pour recruter, onboarder et coacher des Advisors en début de carrière. Vous soutenez leur croissance en bâtissant une pratique holistique de services financiers incluant assurance vie et produits de richesse, sous la supervision du District Manager.
Le candidat idéal possède une solide expérience commerciale, des compétences en mentorat et une connaissance du cadre réglementaire.
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