Business Development Partner in Bedford

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 will 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 communities around the world.

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.

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 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 (DM) and collaborate with the district and regional team and help generate business results for the overall District.

• 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.

• 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 in the role.
• Must be in good standing with applicable regulators.
• Proficient with various technologies – i.e., Salesforce.com, Financial Planning software, Microsoft applications.

• Professional designation(s) in financial services.
• Previous experience in an advisor role.
• Previous people leadership experience.
• Work within a high-performance culture and be recognized for your achievements.
• Be part of a supportive, collaborative working environment.
• Opportunity to launch a rewarding career with a talented and diverse workforce.
• 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 package.

The Business Development Partner role is intended to be focused on in-person coaching and support. At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Flexible work options can be discussed throughout the selection process depending on the role requirements and individual needs.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.