Job Description
Join Sun Life as a Client-Centric Business Development Partner, specializing in advisor growth through coaching and onboarding. Provide vital support to enhance advisor-client relationships.
This position focuses on recruiting and developing advisors over their initial four years. You will assist them in building sustainable financial practices and guide them through licensing and market strategies. Success in this role depends on strong mentoring skills and a commitment to client-centric sales growth.
Key Responsibilities:
• Source candidates through community connections
• Ensure a smooth onboarding experience for advisors
• Conduct ongoing training in various relevant topics
• Support compliance and operational excellence
• Track advisor performance and development
Requirements:
• Minimum 2 years of financial services experience
• Must hold valid Life Insurance Agent’s license
• Obtain Mutual Fund license in 90 days
• Exceptional mentoring and per...
This position focuses on recruiting and developing advisors over their initial four years. You will assist them in building sustainable financial practices and guide them through licensing and market strategies. Success in this role depends on strong mentoring skills and a commitment to client-centric sales growth.
Key Responsibilities:
• Source candidates through community connections
• Ensure a smooth onboarding experience for advisors
• Conduct ongoing training in various relevant topics
• Support compliance and operational excellence
• Track advisor performance and development
Requirements:
• Minimum 2 years of financial services experience
• Must hold valid Life Insurance Agent’s license
• Obtain Mutual Fund license in 90 days
• Exceptional mentoring and per...