Empower new talent in financial services as a Business Development Partner with Sun Life. This vital role is designed for passionate mentors who excel in client-centric growth.
You will play a crucial role in fostering the growth of new advisors in their first four years by providing essential training and support. Your responsibilities will include developing their financial practices, coaching them in sales, and helping them meet their business objectives. Collaborating with various teams, you will ensure compliance and drive advisor success.
Key Responsibilities:
• Recruit new advisors using community and referral sources
• Oversee onboarding with business planning and training
• Conduct training on products and market identification
• Coach for sales cycle and business management
• Analyze advisor data to optimize performance
Requirements:
• At least two years in a similar role
• Life Insurance Agent's license required
• Proven skills in coaching an...