Advisor Trainee- Advisor Development Program -Future Opportunties
Core
A temporary training program 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 for Financial Advisor (Sales)
Builds
Holistic life, health, and wealth solutions for new and existing clients
Domain
Financial Services / Insurance / Investments
Deliverable
client delivery
Required skills
LLQP license or completion of course/exam requirements, retail insurance knowledge, retail investment product knowledge, communication skills, business development skills, self-motivation
Preferred skills
Mutual Fund License or course completion, ability to motivate others, demonstrated business development skills
Technologies
cutting-edge digital tools
Responsibilities
Work out of a local Sun Life District office, obtain dual licensing in insurance and mutual fund, handle inbound and outbound calls providing holistic life, health, and wealth solutions, complete business development activities, execute key activities in preparation for graduation from the program
Seniority
Entry-level Trainee