Opportunity Description
Empower financial advisors as a Business Development Partner with Sun Life. This role focuses on mentoring, recruiting, and training advisors while promoting holistic financial practices within a supportive environment.
The Business Development Partner will recruit and coach new advisors, guiding them through initial years in the financial services industry. You'll support onboarding, develop skills, and monitor advisor performance to achieve their business objectives. The position calls for strong sales and relationship-building skills to enhance advisor practices.
Key Responsibilities:
• Source candidates for the advisor role through community contacts
• Train and onboard new advisors effectively
• Coach advisors in developing their holistic financial practices
• Analyze data to drive insights into advisor business practices
• Ensure compliance with regulatory measures and standards
Requirements:
• Minimum 2 years in financial services industry experience
The Business Development Partner will recruit and coach new advisors, guiding them through initial years in the financial services industry. You'll support onboarding, develop skills, and monitor advisor performance to achieve their business objectives. The position calls for strong sales and relationship-building skills to enhance advisor practices.
Key Responsibilities:
• Source candidates for the advisor role through community contacts
• Train and onboard new advisors effectively
• Coach advisors in developing their holistic financial practices
• Analyze data to drive insights into advisor business practices
• Ensure compliance with regulatory measures and standards
Requirements:
• Minimum 2 years in financial services industry experience
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