Advisor Trainee participating in the Advisor Development Program at Sun Life. Gaining hands-on experience and knowledge to launch a successful career in financial advising.
Responsibilities
Work out of a local Sun Life District office
Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients
Obtain dual licensing in insurance and mutual fund
Gain experience handling inbound and outbound calls providing holistic life, health, and wealth solutions to new and existing Sun Life Clients
Complete business development activities and start to identify your personal market opportunities
Execute key activities in preparation for graduation from the program and launch of your advisor career
Requirements
Has a history of achievements (professional, academic, athletics, etc.)
Has strong knowledge and passion of retail insurance and investment products
Is self-motivated with a strong work ethic
Enjoys engaging, developing and maintaining relationships with people
Has excellent communication skills, both verbal and written
Has the ability to motivate others to action
Has LLQP license or has completed all course/exam requirements (required)
Nice to have: Mutual Fund License or course/exam completion
Demonstrated ability to motivate others to action
Business development skills
Benefits
Earn while you learn with a competitive salary and incentives including licensing fee support
Hands-on experience that builds confidence and business expertise
A supportive environment with dedicated sales managers and local Sun Life district leadership team focused on your professional development and long-term success
Access to innovative digital tools to help you stay connected, stay informed and stay ahead – for your Clients.
A culture that celebrates excellence and inclusivity.
A purpose-driven career helping people in your community become more financially secure.
The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program
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