Sun Life · 1 day ago
Business Development Partner
North Centre, PA
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $128K/yr
2+ years expSun Life is a reputable organization with over 150 years of history, dedicated to making a positive difference for clients and communities. The Business Development Partner (BDP) will recruit, onboard, train, and coach developing advisors, helping them establish their financial services practice and achieve their business objectives. This role involves supporting advisors in building a holistic practice that includes life and health insurance and wealth products while collaborating with the district and regional teams to generate business results.
FinanceFinancial ServicesInsurance
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. 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
Qualification
Required
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
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
Problem solving, analytical and decision-making skills
Strong communication (presentation, written and verbal) and relationship building skills
Ability to support an advisor in defining and accessing their target market
Previous experience leading sales teams
Forward thinking, goal-oriented 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
Preferred
Professional designation(s) in financial services
Previous experience in an advisor role
Previous people leadership experience
Benefits
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.
Company
Sun Life
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.05B2024-05-13Post Ipo Debt· $548.79M
2023-07-04Post Ipo Debt· $500M
2000-03-24IPO
Leadership Team
Kevin Strain
President & CEO
Luc Nhon Ly
Chief Executive Officer
Recent News
2025-12-02
MarketScreener
2025-12-02
South China Morning Post
2025-11-27
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