Business Development Partner
Core
Recruit, onboard, train, develop, and coach developing financial advisors to build holistic practices in life/health insurance and wealth products.
Role type
Senior IC Business Development Partner (Financial Services)
Builds
A network of licensed financial advisors and their client portfolios
Domain
Financial Services (Insurance & Wealth Management)
Required skills
Business acumen, product knowledge (insurance and wealth), sales management, business development, prospecting, recruitment, mentoring, coaching, performance management, regulatory compliance knowledge, data analysis
Preferred skills
Professional designations in financial services, previous experience in an advisor role, previous people leadership experience
Technologies
Salesforce.com, Financial Planning software, Microsoft applications
Responsibilities
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; 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.); Monitor and track advisor activities, analyze data to drive insights into business practices; Achieve key recruiting and production metrics; Build community presence, for Sun Life and local advisors, through events, activities and sponsorships
Seniority
Senior, hands-on IC