Advisor Trainee- Advisor Development Program -Future Opportunities
Core
Train future financial advisors by providing hands-on experience, coaching, and dual licensing in insurance and mutual funds to help clients achieve financial security.
Role type
Entry-level advisor trainee (temporary contract)
Builds
Holistic life, health, and wealth solutions for new and existing clients
Domain
Financial services / Insurance / Investment
Deliverable
client delivery
Required skills
Retail insurance knowledge, Mutual fund knowledge, LLQP license, Communication, Business development, Self-motivation
Preferred skills
Mutual Fund License, Ability to motivate others
Technologies
Digital tools for client connection and information
Responsibilities
Handle inbound and outbound calls, Complete business development activities, Obtain dual licensing, Work within Prospr advisor team and local District leadership team, Gain exposure to standalone advisor role