Business Development Partner

sunlife; Winnipeg; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Health and wellness benefits

Competitive compensation package

Work-life balance

Culture of collaboration

Longstanding history (over 150 years)

Job summary

Sun Life in Winnipeg, Manitoba invites a Business Development Partner to recruit, onboard, develop and coach emerging advisors during their first four years. You’ll help advisors build a holistic financial services practice with life and health insurance and wealth products, reporting to the District Manager and collaborating with the district and regional team.

You will lead onboarding and development programs, work toward sales growth and client engagement, and ensure regulatory compliance

Qualifications

• Must hold a valid Life Insurance Agent's license in the province.
• Minimum 5 years of related experience in financial services.
• Experience leading Advisors and driving growth within a regulated environment.

Responsibilities

• Lead onboarding and development programs for new Advisors.
• Support Advisors to meet sales growth and client engagement goals.
• Ensure regulatory and product suitability compliance.
• Recruit, train, and onboard Advisors and monitor onboarding plans.
• Escalate client complaints and oversee advisor investigations.
• Ensure operations align with business plans and data metrics.

Skills

Sales management

Mentoring coaching

Communication

Relationship building

Regulatory knowledge

People leadership

Product knowledge

Education

Life Insurance Agent License

Tools

Salesforce.com

Sun Vision Financial Analyzer

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:

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 is to recruit, onboard, develop and coach developing advisors during their first four years. You will 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 will report to the District Manager and collaborate with the district and regional team.

What will you do?

• Lead developing Advisors through onboarding, training and development programs.
• Work with developing Advisors to meet financial and strategic objectives (i.e. sales growth, productivity, client engagement, etc.)
• Oversee required measures to ensure compliant operations at the Financial Centre Level.
• Ensure assigned Advisors are appropriately trained, licensed, registered and following defined products, suitability to ensure compliance with regulatory and Sun Life obligations.
• Recruit, select, train and onboard new Advisors and actively oversee successful execution of an Onboarding Plan.
• Escalate client complaints including assessment and advisor investigations.
• Ensure operational effectiveness is consistent with business plans by ensuring adherence of Advisor Agreement, data and metrics activity.

What do you need to succeed?

• Strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local market.
• Strong sales management and business development skills.
• Strong mentoring, coaching, performance management and influencing skills.
• Strong communication (written and verbal) and relationship building skills.
• Previous experience leading people through large-scale change within a matrix environment.
• Previous experience in an Advisor role, with proven track record of developing successful advisors, would be an asset.
• Previous people leadership experience would be an asset.
• Strong working knowledge of the regulatory environment.

What will be nice to have:

• Minimum 5 years of related experience within the financial services industry.
• Must hold a valid Life Insurance Agent's license in the province in which your Financial Centre is located.
• Must be willing to 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.
• Must be in good standing with applicable regulators.
• A professional financial services designation would be an asset.
• Proficient with various technologies - i.e. Salesforce.com, Sun Vision Financial Analyzer.

What's in it for you?

• Working within a high performance culture.
• Supportive working environment, culture of collaboration.
• Talented and diverse workforce; opportunity to launch a rewarding career.
• A company that promotes health, wellness, and work/life balance.
• We encourage our employees to champion continuous improvement.
• Joining a reputable organization with over 150 years of history.
• Attractive compensation and benefit package.