Partenaire, développement des affaires/Business Development Partner
Core
Recruit, onboard, train, coach, and manage financial advisors during their first four years to build a global financial services practice.
Role type
Senior IC business development partner (financial services)
Builds
Financial advisor practices offering life insurance, health insurance, and wealth management products
Domain
Financial services / Insurance / Wealth management
Deliverable
client delivery
Required skills
Business acumen, sales management, recruiting, mentoring, performance management, problem-solving, regulatory knowledge, Salesforce proficiency
Preferred skills
Prior experience as a financial advisor, prior people management experience, professional certifications in financial services
Technologies
Salesforce, financial planning software, Microsoft applications
Responsibilities
Source and recruit candidates for Sun Life advisor roles; support candidates with licensing, market identification, and business planning; train and onboard new advisors; coach advisors on sales cycles and cross-selling; help advisors meet financial and strategic goals; monitor advisor activities and analyze business data; ensure compliance with regulations and company policies; handle client complaints; foster a positive district culture; develop community presence.