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Senior Director, Insurance Business Development Lead
2 months ago
Job Summary:
We are seeking a highly experienced Senior Director, Insurance Business Development to join our team at Sun Life Financial. As a key member of our insurance business development team, you will be responsible for representing our investment strategies in a defined segment of the insurance channel.
Key Responsibilities:
- Develop and execute a strategic sales plan to generate new business and build the reputation of Sun Life Financial within a defined sales territory covering insurance companies across the U.S.
- Build and maintain strong relationships with insurance executives to promote our investment strategies and solutions.
- Collaborate with our Client Relationships team to develop cross-selling opportunities with existing clients.
- Work closely with our 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.
Why Join Our Team:
- Opportunity to work for a leading global financial services company.
- Excellent benefits and wellness programs to support your well-being, including generous vacation and sick time, market-leading paid family, parental, and adoption leave, a partially-paid sabbatical program, medical plans, company-paid life and AD&D insurance, and disability programs.
- Retirement and Stock Purchase programs to help build and enhance your future financial security, including a 401(k) plan with an employer-paid match and an employer-funded retirement account.
- A flexible work environment with a friendly, caring, collaborative, and inclusive culture focused on career growth and development.
- The opportunity to move along a variety of career paths with amazing networking potential.
- Award-winning workplace culture, recognized as a Great Place to Work in Canada and the U.S., and a Top 10 employer by the Boston Globe's Top Places to Work.
