Business Development Consultant
Business Development Consultant
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Job Description
You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who 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 youll 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.
Job Description:
We have an exciting opportunity for a dynamic high performing sales management/business development professional with minimum 7 years financial services experience who can bring their strong knowledge of insurance and wealth products to this role and oversee the coaching of experience advisors.
This role will report to the Regional Vice-President with a dotted reporting relationship to the District Director.
What will you do
- Support experienced advisors to deliver on holistic business results (i.e. grow insurance and wealth sales clients assets etc.) by introducing resources including Practice Management and Consulting Services and collaborate on market identification sales planning and joint field work.
- Coach and support experienced Advisors to deliver effectively on business results;support the Advisors in creating proposals business solutions and implementation plans to achieve business results.
- Support the recruitment of experienced advisors consistent with Region and Financial Centre business plans and requirements;actively oversee the successful execution of an onboarding plan in collaboration with Practice Management Centre of Excellence.
- Monitor and manage performance of experienced advisors and ensure alignment to business targets.
- Deliver business results consistent with district and regional targets (sales growth productivity client engagement).
- Conduct block and client segmentation analysis to support advisor in improving business performance and client engagement.
- Oversee required measures to support the District Director in ensuring compliant operations at the Financial Centre.
- Provide oversight and support for corrective action of market conduct audit.
- Work closely with the advisor in the assigned Financial Centre transitioning from developing advisor to other advisor segments with emphasis on practice management coaching including business planning effective joint field work best practices digital tool adoption and other methods to grow their practice.
What do you need to succeed
- Business acumen strong product knowledge of insurance and wealth products; good understanding of the characteristics of the local and broader market.
- Strong sales management and business development skills.
- Strong mentoring coaching performance management and influencing skills.
- Strong communication (written and verbal) and relationship building skills.
- Previous experience leading people through large-scale change within amatrix environment.
- Strong working knowledge of the regulatory environment in which Sun Life Financial Distribution operates.
What will be nice to have:
- University Degree with minimum 7 years of related experience within the financial services industry.
- Must hold a valid Life Insurance Agents license in the province in which your Financial Centre is located.
- Must have completed 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.
- Must be in good standing with applicable regulators.
- A professional financial services designation would be an asset.
Whats in it for you
- Working within a high performance culture.
- Supportive working environment culture of collaboration.
- Talented and diverse workforce;opportunity to launch a rewarding career.
- A company that promotes health wellness and work/life balance.
- Joining a reputable organization with over 150 years of history.
- Attractive compensation package.
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.
Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. 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 e-mail a request to .
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Salary Range:
78000/78 000 - 128000/128 000Job Category:
Sales - SIPPosting End Date:
03/10/2025Required Experience:
Contract
Employment Type
Full-Time
