Advisor Trainee – Advisor Development Program

• 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.
• Your time will be split between working within Prospr advisor team (reporting to an ADP Sales Manager) and gaining exposure to the role of a standalone advisor (working with the local Sun Life District leadership team).

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)
• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
• Nice to have: Mutual Fund License or course/exam completion.
• Demonstrated ability to motivate others to action.
• Business development skills.

Core Competencies

Demonstrates expertise in retail insurance and investment products, with a strong focus on business development and client relationship management. Bilingual in French and English, capable of effectively communicating with diverse clients and colleagues.

Highest-signal resume keywords

• LLQP License
• Bilingualism (French, English)
• Business Development Skills
• Retail Insurance Knowledge
• Investment Products Knowledge

ATS Optimization Keywords

Soft Skills

• Strong Work Ethic
• Excellent Communication Skills
• Self-Motivated
• Relationship Development
• Motivating Others

Certifications & Qualifications

• Mutual Fund License

Industry Keywords

• Inbound Calls
• Outbound Calls
• Holistic Solutions
• Client Engagement
• Sun Life Products
• Advisor Career
• Business Development Activities
• Market Opportunities
• ADP Sales Manager
• District Leadership Team