Overview

Objective of this role: The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach advisors during their first four years.

You’ll play an important role in helping these advisors establish their business and witness their growth by supporting them in building a holistic financial services practice that includes life and health insurance and wealth products. You’ll report to the District Manager (DM) and collaborate with the district and regional team to generate business results for the overall District.

Responsibilities

• Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
• Support candidates and ensure a positive onboarding experience, which includes assistance with licensing studies, market identification, business planning, and joint client appointments.
• Train and onboard new advisors and ...