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Advisor Trainee- Advisor Development Program at Sun Life - ApplyBlast

Advisor Trainee- Advisor Development Program

Sun Life

4 months ago

Bedford, Nova Scotia

Hybrid

Full Time

Intern

0 applicants

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About this role

The Advisor Trainee position serves as a temporary, six-month program to prepare candidates for a successful launch into a financial advice career at Sun Life. Participants will gain hands-on experience, receive personalized coaching, and learn to utilize cutting-edge digital tools to deliver holistic life, health, and wealth solutions. Upon successful completion of the program, trainees have the potential to transition into a full Advisor role.

Responsibilities

Provide holistic life, health, and wealth solutions to clients
Execute client onboarding using proprietary digital tools and platforms
Complete business development activities to identify personal market opportunities
Handle inbound and outbound client calls daily
Collaborate with sales managers to build business acumen and confidence

Skills

Qualifications

LLQP LicenseMutual Fund LicenseStrong Communication Skills

About Sun Life

sunlife.ca

Headquarters

Kansas City, Missouri, United States

Company Size

10001+ employees

Founded

1865

View Profile

We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an RRSP and TFSA and more.