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Sun Life
Sun Life
H1B vizasi homiysiKonsaltingMoliyaSog‘liqni saqlash
Sun Life bosh qarorgohi Kanadaning Toronto shahrida joylashgan global moliyaviy xizmatlar kompaniyasidir. 1865-yilda tashkil etilgan kompaniya jismoniy shaxslar, korxonalar va muassasalar uchun sug‘urta, investitsiya, moliyaviy maslahat, farovonlik, sog‘liqni saqlash va aktivlarni boshqarish yechimlarini taqdim etadi. Sun Life Shimoliy Amerika, Osiyo va Yevropada faoliyat yuritadi hamda moliyaviy xizmatlarni sog‘liqni saqlashga yo‘naltirilgan takliflar bilan birlashtiradi. Kompaniya barqarorlik, xilma-xillik va inklyuziya hamda jamiyatga ta’sir masalalariga alohida e’tibor qaratadi. Uning keng ko‘lamli faoliyati moliya, sog‘liqni saqlash, konsalting va turdosh xizmatlar sohalarida ishlaydigan jamoalarni qo‘llab-quvvatlaydi.
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Business Development Partner, Montreal (On-Site)

Sun Life is seeking a Business Development Partner in Montreal to recruit, onboard, and coach financial advisors. The role supports insurance and wealth practices through sales development, compliance, licensing, and community engagement.

CAKanada
80 000 $ – 128 000 $ / yil
OfisdaTo‘liq stavkaJuniorO‘rta darajaDiplom talab qilinmaydiTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: fransuzchaBiznesni rivojlantirish vakili
SFDC

Tavsif

  • Recruit, onboard, train, develop, and coach advisors during their first four years
  • Help advisors establish businesses and build comprehensive financial services practices spanning life and health insurance and wealth products
  • Report to the District Manager and work with district and regional teams to deliver business results
  • Identify advisor candidates through community relationships, referrals, and centres of influence
  • Support candidates with licensing preparation, market research, business planning, and joint client appointments
  • Train and onboard new advisors while overseeing the execution of onboarding plans
  • Deliver product, sales process, and pre- and post-sales training
  • Coach advisors on prospecting, comprehensive business development, cross-selling, sales cycles, business management, and related capabilities
  • Help advisors meet sales growth, productivity, client engagement, financial, and strategic objectives
  • Collaborate with head office Centre of Excellence teams to support advisors
  • Monitor and track advisor activities and analyze data to produce business insights
  • Maintain compliant operations, licensing, registration, and product suitability reviews
  • Escalate client complaints and assist with advisor investigations
  • Ensure advisor conduct complies with the Advisor Agreement
  • Meet recruiting and production targets
  • Strengthen District culture through events, recognition programs, and meetings
  • Expand Sun Life and local advisors’ community presence through events, activities, and sponsorships

Talablar

  • At least two years of related experience in the financial services industry
  • Valid Life Insurance Agent’s license in the province where the District is located
  • Valid Mutual Fund license, or the ability to obtain one within the first 90 days
  • Completion of the Branch Manager’s Course Examination and the experience required for mutual fund branch manager registration with the appropriate provincial securities commission within the first six months
  • Good standing with applicable regulators
  • Business acumen, knowledge of insurance and wealth products, and understanding of the market, competition, and industry
  • Strong sales management and business development capabilities
  • Strong prospecting and recruitment capabilities
  • Strong mentoring, coaching, performance management, and influencing capabilities
  • Problem-solving, analytical, and decision-making abilities
  • Bilingual French and English proficiency, both oral and written
  • Strong communication and relationship-building abilities
  • Ability to help advisors define and reach their target markets
  • Previous experience leading sales teams
  • Forward-thinking, goal-focused approach to achieving targets
  • Strong knowledge of the regulatory environment
  • Ability to manage an effective performance management process in a sales culture
  • Commitment to continuing personal and professional development
  • Proficiency with Salesforce.com, financial planning software, and Microsoft applications

Imtiyozlar

  • A high-performance culture that recognizes achievement
  • A supportive and collaborative work environment
  • The opportunity to build a career with a talented and diverse workforce
  • A company culture focused on health, wellness, and work-life balance
  • An environment that encourages continuous improvement
  • Compensation package with base salary and variable incentives
  • Sales incentive plan with industry-leading payout opportunities
  • Flexible work options aligned with role requirements and individual needs
  • The choice to work from the office and virtually according to business, client, and employee needs

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