Job Title

You''''re 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 colleaguesexperts in their fieldswho 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. This role is an inoffice position located in Moncton, but offers flexibility for candidates based in Fredericton or Saint John to work in their respective city offices. Objective of this role The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop, and coach new advisors during their first four years. Youll 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. Youll report to the District Manager (DM) and collaborate with the district and regional team to generate business results for the overall District. What will you do? Source candidates for the Sun Life advisor role through community contacts and other referral sources. Support candidates and ensure a positive onboarding experience, including help with licensing studies, market identification, business planning, and joint client appointments. Train and onboard new advisors and actively oversee the successful implementation of their onboarding plan. Conduct training in various areas such as product knowledge, sales process, and through providing pre and postsales support. Develop advisor skills and capabilities through coaching in areas such as prospecting, developing their holistic business practice, assessing opportunities for crossselling, the sales cycle, and business management. Work with these advisors to meet their financial and strategic objectives (sales growth, productivity, client engagement, etc.). Partner with various head office Centre of Excellence teams to support advisors. Monitor and track advisor activities and 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 the 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. Problemsolving, analytical, and decisionmaking skills. Strong communication (presentation, written, verbal) and relationshipbuilding skills. Ability to support an advisor in defining and accessing their target market. Previous experience leading sales teams. Forwardthinking, goaloriented with focus on achieving targets. Strong working knowledge of the regulatory environment. Ability to manage a successful performance management process in a sales culture. Committed to ongoing personal and professional development. Qualification and educational requirements Minimum 2 years of related experience within the financial services industry. Must hold a valid Life Insurance Agents license in the province where your District is located. Must hold a valid Mutual Fund license or obtain it within the first 90 days. Must complete the Branch Managers 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. Assets Professional designation(s) in financial services. Previous experience in an advisor role. Previous people leadership experience. Whats in it for you? Work within a highperformance 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 focused on inperson coaching and support. We strive to create a flexible work environment where 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. Compensation Salary Range: $80,000 $128,000. This role offers a base salary and variable incentive through a sales incentive plan with industryleading payout opportunities. Diversity and inclusion are at the core of our values at Sun Life. 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 email a request to [email protected]. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. #J-18808-Ljbffr