Business Development Consultant (BDC)

at  Sun Life

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll 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, you’ll 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:

Be part of this exciting opportunity for a dynamic, high performing sales management/business development professional with minimum 7 years financial services experience, to bring their strong knowledge of insurance and wealth products to this role, and oversee the coaching of experience advisors.
Come and have a direct impact experienced Advisor’s careers and businesses!
In this role you will report to the Regional Vice-President with a dotted reporting relationship to the District Director.

EDUCATIONAL REQUIREMENTS:

• University Degree with minimum 7 years of related experience within the financial services industry.
• Must hold a valid Life Insurance Agent’s license in the province in which your Financial Centre is located.
• Must have completed 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.
• Must be in good standing with applicable regulators.
• A professional financial services designation would be an asset.

• 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.