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About the Role
Join Sun Life as a Business Development Partner, dedicated to empowering new financial advisors to achieve their potential through coaching and development in a hybrid work environment. Make a lasting impact on clients and communities.
This role focuses on recruiting, onboarding, and mentoring developing advisors throughout their critical early years in the industry. You will collaborate with team members to help Advisors build a successful practice centered on life, health insurance, and wealth management. Your efforts will ensure compliance and operational efficiency at the Financial Centre.
Key Responsibilities:
• Onboard and develop Advisors through training programs
• Support Advisors in meeting growth and productivity targets
• Maintain compliance with operational standards
• Recruit and oversee successful Advisor onboarding
• Address and resolve client and Advisor issues
Requirements:
• Strong product knowledge in insurance and financial services
• ...
This role focuses on recruiting, onboarding, and mentoring developing advisors throughout their critical early years in the industry. You will collaborate with team members to help Advisors build a successful practice centered on life, health insurance, and wealth management. Your efforts will ensure compliance and operational efficiency at the Financial Centre.
Key Responsibilities:
• Onboard and develop Advisors through training programs
• Support Advisors in meeting growth and productivity targets
• Maintain compliance with operational standards
• Recruit and oversee successful Advisor onboarding
• Address and resolve client and Advisor issues
Requirements:
• Strong product knowledge in insurance and financial services
• ...
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