Business Development Rep

• 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.

Business Development Partner

Business Development Partner