Role Overview

The primary purpose of the Business Development Partner (BDP) is to recruit, onboard, train, develop and coach advisors during their first four years, helping them establish a holistic financial services practice that includes life and health insurance and wealth products.

Key Responsibilities

• Source candidates for the Sun Life advisor role through community contacts and other referral sources.
• Support candidates and ensure a positive onboarding experience, including assistance with licensing studies, market identification, business planning and joint client appointments.
• Train and onboard new advisors and oversee implementation of their onboarding plan; conduct training in product knowledge, sales process and pre/post‑sales support.
• Develop advisor skills through coaching in prospecting, holistic business practice development, cross‑selling opportunities, sales cycle, business management and prospecting.