Business Development Partner

sunlife; Edmonton; On-site; CAD 65,000 - 90,000; Full time

Job summary

Sun Life in Edmonton/Red Deer is seeking a Business Development Partner to recruit, onboard and coach developing advisors during their first four years. You’ll support licensing, business planning and joint client appointments while helping advisors build a holistic financial services practice.

You’ll report to the District Manager and collaborate with district and regional teams to achieve district targets.

Qualifications

• Business acumen and product knowledge in insurance and wealth.
• Strong sales management and business development skills.
• Excellent prospecting and recruitment capabilities.
• Mentoring, coaching and performance management experience.
• Strong problem solving, analytical and decision-making abilities.
• Outstanding communication and relationship-building skills.
• Ability to identify target markets for advisors.
• Experience leading sales teams and driving targets.

Responsibilities

• Source candidates for Sun Life advisor roles through community contacts and referrals.
• Support onboarding, licensing studies, market identification and joint client appointments.
• Train and onboard new advisors and oversee onboarding plans.
• Coach advisors in prospecting, holistic business development, cross-selling and sales cycles.
• Help advisors meet financial and strategic objectives (sales growth, productivity, engagement).
• Partner with head office Centre of Excellence teams to support advisors.
• Monitor advisor activities and analyze data to drive insights.
• Ensure compliant operations and proper licensing and registrations.

Skills

Business acumen

Product knowledge

Sales management

Recruitment

Coaching

Analytics

Communication

Relationship building

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Regions: Edmonton and Red Deer

In office position

Coaching for growth, Client centric, relationship focused, sales driven and energetic. If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you. Join the Sun Life district team and contribute to making a positive difference for Canadians and advisors.

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and the broader community.

Objective of this role:

The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach developing advisors during their first four years. You'll play an important role in helping these advisors establish their business and witness their growth, by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You'll report to the District Manager (DM) and collaborate with the district and regional team and help generate business results for the overall District.

What will you do?

Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.

Support candidates and ensure a positive onboarding experience, which includes support with licensing studies, market identification, business planning, and joint client appointments.

Train and onboard new advisors and actively oversee successful implementation of their onboarding plan. Conduct training in various areas such as product knowledge, sales process and through providing pre- and post-sales support.

Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross-selling, the sales cycle, business management, prospecting etc.

Work with these advisors to meet their financial and strategic objectives (i.e., sales growth, productivity, client engagement, etc.).

Partner with various head office Centre of Excellence teams to support advisors.

Monitor and track advisor activities, analyze data to drive insights into business practices.

Oversee required measures and activities to ensure compliant operations.

Ensure assigned advisors are appropriately trained, licensed, registered, and following defined product suitability reviews to ensure compliance with regulatory and Sun Life obligations.

Escalate Client complaints including assessment and advisor investigations.

Ensure advisor conduct aligns to Advisor Agreement.

Achieve key recruiting and production metrics.

Foster a positive culture and relationship within the District through events, recognition programs and participation in meetings.

Build community presence, for Sun Life and local advisors, through events, activities and sponsorships.

Required skills: What do you need to succeed?

• Business acumen, product knowledge (insurance and wealth) and an 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 communication (presentation, written and verbal) and relationship building skills.
• Ability to support an advisor in defining and accessing their target market.
• Previous experience leading sales teams.
• Forward thinking, goal-oriented with focus on achieving target