Job Description
Business Development Partner (BDP) – Role Overview
The primary purpose of the Business Development Partner is to recruit, onboard, train, develop and coach advisors during their first four years, supporting them in building a holistic financial services practice that includes life and health insurance and wealth products.
Responsibilities
- Source candidates for the Sun Life advisor role through community contacts and other referral sources, including centers of influence.
- Support candidates and ensure a positive onboarding experience, providing assistance with licensing studies, market identification, business planning, and joint client appointments.
- Train and onboard new advisors, overseeing the successful implementation of their onboarding plan.
- Conduct training in areas such as product knowledge and sales process, and provide pre‑ and post‑sales support.
- Develop advisor skills through coaching in prospecting, hol...