Advisor Trainee- Advisor Development Program -Future Opportunities
Core
Temporary trainee role preparing candidates for a career as a financial advisor by providing hands-on experience, coaching, and dual licensing in insurance and mutual funds.
Role type
Trainee financial advisor (temporary contract)
Builds
Financial advice services for individuals, families, and communities
Domain
Financial Services / Insurance / Investments
Deliverable
client delivery
Required skills
Retail insurance knowledge, Mutual fund knowledge, LLQP license, Communication, Business development, Relationship management
Preferred skills
Mutual Fund License, Motivation skills, Business development skills
Technologies
Digital tools for client connection and information
Responsibilities
Handle inbound and outbound calls providing holistic life, health, and wealth solutions; Complete business development activities to identify market opportunities; Obtain dual licensing in insurance and mutual fund; Work within Prospr advisor team and gain exposure to standalone advisor role; Execute key activities for program graduation.