Client Engagement Specialist
5 days ago
The Business Development Manager is responsible for driving business growth and development at Sun Life Financial. This role involves developing and executing strategic plans to increase advisor engagement, improve client relationships, and drive revenue growth.
The ideal candidate will have strong analytical and problem-solving skills, excellent communication skills, and the ability to work collaboratively with internal teams.
Key Responsibilities:
- Business Growth Strategies:
- Develop and execute business growth strategies to increase advisor engagement, improve client relationships, and drive revenue growth.
- Work closely with the Sales team to identify new business opportunities and develop targeted sales strategies.
- Client Relationship Management:
- Develop and maintain strong relationships with clients to understand their needs and preferences.
- Identify opportunities to upsell or cross-sell products and services to clients.
- Performance Metrics and Analysis:
- Track and analyze key performance metrics to measure business growth and identify areas for improvement.
- Provide insights and recommendations to senior leadership to inform business decisions.
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