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, holistic business practice development, cross‑selling opp...
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, holistic business practice development, cross‑selling opp...