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Sun Life
Sun Life
Sponsor pentru viza H1BAsistență medicalăConsultanțăFinanțe
Sun Life este o companie globală de servicii financiare cu sediul în Toronto, Canada. Înființată în 1865, compania oferă soluții de asigurare, investiții, consultanță financiară, administrarea averii, servicii de sănătate și administrarea activelor pentru persoane fizice, companii și instituții. Sun Life operează în America de Nord, Asia și Europa, combinând serviciile financiare cu oferte axate pe sănătate și punând accent pe sustenabilitate, diversitate și incluziune, precum și pe impactul asupra comunității. Gama sa largă de activități sprijină echipe care lucrează în domeniul financiar, al asistenței medicale, al consultanței și al serviciilor conexe.
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Locurile de muncă ale companiei

Business Development Partner - Sun Life (Montreal Hybrid)

Recruit, develop, and coach Sun Life advisors as they build insurance and wealth practices. Support licensing, sales growth, regulatory compliance, and district performance.

CACanada
80.000 $ – 128.000 $ / an
HibridNormă întreagăJuniorNivel mediuNu este necesară o diplomăLimbă Obligatorie: englezăLimbă Obligatorie: francezăReprezentant dezvoltare afaceri
SFDC

Descriere

  • Recruit, onboard, train, develop, and coach advisors throughout their first four years
  • Help advisors establish businesses and develop holistic practices spanning life and health insurance and wealth products
  • Identify advisor candidates through community relationships, referrals, and centres of influence
  • Guide candidates through licensing preparation, market definition, business planning, and joint client meetings
  • Deliver training on product knowledge, sales processes, and pre- and post-sale support
  • Coach advisors on prospecting, holistic practice development, cross-selling, sales cycles, and business management
  • Help advisors meet sales growth, productivity, and client engagement goals
  • Work with head office Centre of Excellence teams to support advisors
  • Track advisor activities, monitor progress, and analyze data to produce business insights
  • Oversee compliant operations, training, licensing, registration, and product suitability reviews
  • Escalate client complaints and carry out advisor investigations
  • Ensure advisor conduct complies with the Advisor Agreement
  • Meet recruiting and production targets
  • Promote a positive district culture through events, recognition programs, and meetings
  • Strengthen Sun Life’s and local advisors’ community presence through events, activities, and sponsorships
  • Report to the District Manager while collaborating with district and regional teams

Cerințe

  • At least two years of related experience in the financial services industry
  • Hold a valid Life Insurance Agent’s license in the province where the district is located
  • Hold a valid Mutual Fund license or obtain one within the first 90 days
  • Complete the Branch Manager’s Course Examination and meet the experience requirements for registration as a mutual fund branch manager with the applicable provincial securities commission within the first six months
  • Remain in good standing with applicable regulators
  • Demonstrated business acumen, insurance and wealth product knowledge, and awareness of the market, competition, and industry
  • Strong sales management and business development capabilities
  • Strong prospecting and recruiting abilities
  • Strong mentoring, coaching, performance management, and influencing skills
  • Effective problem-solving, analytical, and decision-making skills
  • Bilingual French and English proficiency, both oral and written, is required
  • Strong communication and relationship-building abilities
  • Ability to help advisors define and access their target markets
  • Previous experience leading sales teams
  • Goal-oriented approach with a focus on achieving targets
  • Strong understanding of the regulatory environment
  • Ability to manage an effective performance management process within a sales culture
  • Commitment to continuous personal and professional development
  • Proficiency with Salesforce.com, financial planning software, and Microsoft applications

Beneficii

  • High-performance culture with recognition for achievements
  • Supportive and collaborative work environment
  • Opportunity to build a career with a talented and diverse workforce
  • Health, wellness, and work-life balance focus
  • Encouragement for continuous improvement
  • Flexible work options
  • Market-competitive total compensation package with base salary and variable incentive
  • Sales incentive plan with industry-leading incentive payout opportunities
  • Diversity and inclusion initiatives
  • Accommodation available throughout the application process

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