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    Business Development Partner - Richmond, United States - Sun Life Financial

    Sun Life Financial
    Sun Life Financial Richmond, United States

    2 weeks ago

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    Description
    Business Development Partner page is loaded

    Business Development Partner

    Apply

    locations

    Richmond, British Columbia

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id


    JR
    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 communities around the world.

    Job Description:
    The primary purpose of the Business Development Partner is to onboard, develop, coach and support between 8-15 developing Advisors for a period of 36-48 months in a holistic approach to business development (e.g. insurance and wealth), sales growth and client service.
    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.

    Educational Requirements:
    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. , 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.
    This role is provided with a market-competitive compensation package

    which includes

    a salary as well as monthly performance-based bonuses (ranging $80,000-110,000 per annum)
    The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors.

    In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.

    Certain sales focused roles have sales incentive plans based on individual or group sales results.
    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

    .

    At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work.

    Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

    We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

    Salary Range:
    76,000/ ,000/


    Job Category:
    Sales - SIP


    Posting End Date:
    16/05/2024
    Shine together
    At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
    We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers.

    As part of Sun Life's growing team, you have an impact on people in your community and around the world.

    Shape the future
    With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

    #J-18808-Ljbffr
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