Advisor Trainee – Advisor Development Program

• Prepare for a successful career in financial advice through Sun Life’s Advisor Development Program
• Work out of a local Sun Life District office
• Gain knowledge of Sun Life products, tools, processes and practical skills while working directly with Sun Life Clients
• Obtain dual licensing in insurance and mutual funds
• Handle inbound and outbound calls, providing holistic life, health and wealth solutions to new and existing Clients
• Complete business development activities and identify personal market opportunities
• Execute key activities in preparation for program graduation and launch of an advisor career
• Split time between the Prospr advisor team, reporting to an ADP Sales Manager, and exposure to a standalone advisor role with the local Sun Life District leadership team

Requirements

• History of achievements (professional, academic, athletics, etc.)
• Strong knowledge and passion for retail insurance and investment products
• Self-motivated with a strong work ethic
• Enjoys engaging, developing and maintaining relationships with people
• Excellent verbal and written communication skills
• Ability to motivate others to action
• LLQP license or completion of all LLQP course/exam requirements (required)
• Mutual Fund License or course/exam completion (nice to have)
• Business development skills (nice to have)

Core Competencies

Demonstrates expertise in retail insurance and investment products, with a focus on client relationship management and business development. Holds LLQP and potentially Mutual Fund licenses, showcasing a commitment to professional growth in financial advisory services.

Highest-signal resume keywords

• LLQP License
• Mutual Fund License
• Business Development Skills
• Client Relationship Management
• Verbal And Written Communication Skills

Hard Skills

• Retail Insurance Knowledge
• Investment Products Knowledge
• Business Development
• Holistic Financial Solutions

Soft Skills

• Self-Motivated
• Strong Work Ethic
• Relationship Building
• Motivating Others

Certifications & Qualifications

• LLQP License
• Mutual Fund License

Industry Keywords

• Financial Advisory
• Client Engagement
• Inbound And Outbound Calls
• Advisor Development Program