Regional Advisor Growth Coach – Edmonton & Red Deer

Sun Life; Edmonton; On-site; CAD 85,000 - 128,000; Full time

Benefits offered by this job

Health & wellness

Flexible work options

Career progression

150+ years history

Job summary

Sun Life is seeking a Business Development Partner to recruit, onboard and coach developing advisors in the Edmonton/Red Deer region. You will build their holistic financial services practice, including life, health and wealth products, while reporting to the District Manager and collaborating with the district and regional teams.

You will lead onboarding, training and ongoing coaching, set performance targets, monitor activity, ensure regulatory compliance and foster a positive culture within

Qualifications

• 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.
• Must be in good standing with applicable regulators.

Responsibilities

• Source candidates for the Sun Life advisor role and support onboarding.
• Train and onboard new advisors and oversee onboarding plan implementation.
• Develop advisor skills through coaching in prospecting and cross-selling.
• Monitor advisor activities and ensure compliant operations.

Skills

Sales leadership

Recruiting

Coaching

Business development

Regulatory knowledge

Communication

Target setting

Education

Life Insurance Agent license (provincial)

Mutual Fund license

Branch Manager Course

Regulatory standing

Tools

Salesforce.com

Financial Planning software

Microsoft Office

Job description

Sun Life is seeking a Business Development Partner to recruit, onboard and coach developing advisors in the Edmonton/Red Deer region. You will build their holistic financial services practice, including life, health and wealth products, while reporting to the District Manager and collaborating with the district and regional teams.

You will lead onboarding, training and ongoing coaching, set performance targets, monitor activity, ensure regulatory compliance and foster a positive culture within