Advisor Business Consultant

  • Full Time
  • Halifax
  • 100 - 125

Sun Life Financial

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Advisor Business Consultant (ABC) drives growth and productivity for Sun Life Financial Distributors (SLFD) by helping field managers and advisors activate business programs and supports. The ABC achieves this by working collaboratively, and primarily but not exclusively, with the Business Development Consultant (BDC) and advisors to identify the highest growth opportunities in their business. In doing so, they will help the BDC and advisor activate business management tools, programs, and practices to increase advisor productivity and capacity, develop profitable business practices, and improve client service.

The ABC will also be responsible for working with the BDC, and their regions, to ensure they have the ability to recruit experienced advisors, support external acquisitions, support advisor teaming expansion, and support business consultations for high value advisors. The ABC will work with the BDC to ensure we have active pipelines for each of these activities.

The ABC will deploy a number of methods to coach and support BDCs such as 1:1 casework as well as delivering and facilitating workshops within their designated region.

In supporting field managers and advisors, the ABC will be expected to be an expert resource in business consultation, teaming, and practice acquisition. They will also be expected to have a working knowledge of experienced advisor recruiting.

What will you do?

Develop and manage industry-leading consulting practices to drive BDC/P and advisor productivity and growth.

Proactively work with BDC’s/BDP’s to support activation of growth program, with particular focus on Business Builder advisors with 4 + years of experience.

Individual advanced case consulting work with advisors to determine business objectives that will increase the growth of their businesses by implementing business growth tools and strategies.

Through virtual and face-to-face consultation, create proposals, business solutions, implementation plans, and execute and monitor various action plans to ensure the agreed business results are achieved. This will be primarily focused on business growth and capacity strategies, teaming, external acquisitions, workshop uptake and follow-up sessions. (estimated to be 70-90% of the time)

Contribute to the development of national programs by identifying gaps, designing, developing new and promoting existing practices, tools, programs and processes. (estimated to be 10-30% of the time)

Promote and build awareness of products and services through workshops to SLFD leadership teams and advisors.

Collaborate with other head office roles to enhance business results, for example, Advisor Business Organization, Client Activation Consultants, Financial Centre Resource Team Leads, District Directors (DD), Estate and Financial Planning Services.

Collect and share best practices, new ideas in the area of advisor business systems and business practices that will further contribute to BDC/P and advisors’ sustained growth.

Regular update meetings and communication with RVP, DD, BDCs/ BDPs and ABOS and participating advisors.

What do you need to succeed?

Industry Coaching certification

Bilingual as required

University degree or equivalent business experience

5 – 7 years of financial services experience

Experience in a Career Sales Force

Superior knowledge in practice management concepts

Familiarity with SLF’s products, programs, services and commission structure

Understanding of the sales process and sales support tools

Experience with Salesforce

Nationally recognized coaching designation

Results-driven, solution oriented self-starter with practical business knowledge

Expert consulting skills (interpersonal, problem solving, decisive and analytical), with a sales orientation and a knowledge of how to run a small business

Innovative thinker with an entrepreneurial spirit

Ability to influence, motivate and build strong relationships

Ability to interpret data and turn it into meaningful information and solutions

Outgoing, energetic, relationship-centered approach

Outstanding communication (written and oral) and presentation skills

Flexibility and the ability to cope with and influence change

Comfort in dealing with a variety of levels of leaders, advisors and managers

Adept at juggling multiple priorities, and the ability to work independently and in a team environment

Expert leadership skills and customer focus

Takes ownership and initiative for achieving results in a dynamic, fast paced sales environment

Organizational know-how and ability to navigate the organization, multi-discipline, multi-site teams

What’s in it for you?

Working within a high performance culture.

Supportive working environment, culture of collaboration.

Talented and diverse workforce; opportunity to launch a rewarding career.

A company that promotes health, wellness, and work/life balance.

We encourage our employees to champion continuous improvement.

Joining a reputable organization with over 150 years of history

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range: 76,000/76 000 – 125,000/125 000

Job Category: Sales – Distribution Support

Posting End Date: 09/05/2024