Advisor Trainee- Advisor Development Program -Future Opportunities
Core
Temporary contract role preparing candidates for a career as a financial advisor by providing hands-on experience, coaching, and access to digital tools to serve clients with life, health, and wealth solutions.
Role type
Trainee financial advisor (temporary contract)
Builds
Holistic life, health, and wealth solutions for new and existing clients
Domain
Financial services (Insurance and Investments)
Deliverable
client delivery
Required skills
Retail insurance knowledge, Investment product knowledge, Communication, Independence, Motivation, Business development
Preferred skills
Mutual Fund licensing, Sales incentive performance
Technologies
Sun Life digital tools, Prospr advisor team platform
Responsibilities
Obtain dual licensing in insurance and mutual fund, Handle inbound and outbound calls providing holistic life, health, and wealth solutions, Complete business development activities and identify personal market opportunities, Execute key activities in preparation for graduation from the program
Seniority
Entry-level, Trainee