Advisor Trainee- Advisor Development Program -Future Opportunities
Core
Prepare for a successful launch to an advisory career by gaining hands-on experience, personalized coaching, and access to digital tools to build confidence and business acumen.
Role type
Trainee for future financial advisor (IC)
Builds
Holistic life, health, and wealth solutions for Sun Life Clients
Domain
Financial Services / Insurance / Investments
Deliverable
client delivery
Required skills
LLQP license, retail insurance knowledge, mutual fund knowledge, communication, business development, relationship building
Preferred skills
Mutual Fund License, ability to motivate others, demonstrated business development skills
Technologies
cutting-edge digital tools
Responsibilities
Work directly with 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; execute key activities in preparation for graduation from the program.
Seniority
Entry-level trainee