Advisor Trainee- Advisor Development Program -Future Opportunities
Core
A temporary 4-month training program to prepare candidates for a career as a financial advisor at Sun Life, focusing on client acquisition and holistic life, health, and wealth solutions.
Role type
Trainee financial advisor (temporary contract)
Builds
A pipeline of new advisors for Sun Life's financial services division
Domain
Financial services (insurance and mutual funds)
Deliverable
client delivery
Required skills
LLQP license or completion of all course/exam requirements, strong knowledge of retail insurance and investment products, self-motivation, relationship building, communication
Preferred skills
Mutual Fund License or course/exam completion, business development skills, ability to motivate others
Technologies
Digital tools for client connection and information
Responsibilities
Work directly with Sun Life Clients to provide holistic life, health, and wealth solutions; handle inbound and outbound calls; complete business development activities; obtain dual licensing in insurance and mutual fund; gain exposure to both team-based and standalone advisor roles
Seniority
Entry-level trainee