Insurance Business Development Strategist

7 days ago

Hartford, Connecticut, United States Sun Life Financial Full time
About the Role

The Senior Director, Insurance Business Development will be an integral part of the Sun Life Financial insurance business development team. This role will be responsible for representing Sun Life Financial's investment strategies in a defined segment of the insurance channel.

Key Responsibilities
  • Responsible for new business generation and building the reputation of Sun Life Financial within a defined sales territory covering insurance companies across the U.S.
  • Develop a strategic sales plan for the coverage universe and create and maintain a strong sales pipeline by building and nurturing relationships.
  • Collaborate with the Client Relationships team to develop cross-selling opportunities with existing clients.
  • Work closely with the Insurance Client Solutions Team to develop bespoke client solutions, multi-asset strategies and thought leadership content.
Requirements
  • Minimum 5-7 years of relevant experience in an insurance business development role with demonstrated success.
  • Proven ability to work collaboratively in a team-oriented atmosphere.
  • Strong executive presence and ability to formulate and execute against a business plan.
  • Extensive knowledge of institutional insurance portfolios, strong asset class knowledge and an in-depth understanding of the competitive landscape and industry trends.
  • Insight into insurance regulatory developments.
  • Exceptional communication skills (written, verbal, and presentation) with the ability to explain complex ideas in a simple way.
  • Excellent emotional intelligence to nurture and grow relationships and collaborate with various stakeholders.
  • Proven ability to think and perform strategically, bringing innovative solutions to complex prospect situations.
  • Entrepreneurial, self-starter.
  • A winning attitude and highly charged, positive disposition.
  • A willingness and ability to travel regularly.
  • CFA designation preferred.
  • FINRA Series 7 & 63 & 3 preferred or willingness to pass the exams upon hire.
About Sun Life Financial

Sun Life Financial is a growing global institutional asset manager. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset.

We offer a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

We are committed to fostering a diverse, equitable and inclusive environment, where all employees feel valued, respected, and supported.

We are dedicated to building a diverse workforce offering wide perspectives and creative ideas that benefit our clients, teams and the communities where we operate.

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