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Advisor Trainee, Advisor Development Program
3 months ago
About the role and Prospr:
Sun Life is offering a brand new opportunity to focus on the clients and use your expertise to provide them with solutions. As a licensed advisor trainee in this role, you will:
(more about this learning opportunity...)
Provide holistic life, health, and wealth solutions to new and existing Sun Life clients.
Spend 50% of your time working within the Prospr advisor team (reporting to the Manager, Prospr by Sun Life).
Spend 50% of your time gaining exposure to the role of the Independent Contractor Advisor (working with the Director of the local Sun Life District office).
Receive the appropriate product, technical and sales training and support required to perform the advisor role.
Develop the skills required to cultivate and develop relationships with a block of existing Sun Life clients that you will be assigned.
What will you do?
Inbound and pro-active outbound calls to schedule face-to-face or virtual meetings with existing insurance and investment clients.
Conduct face-to-face or virtual meetings with clients to:
provide on-going service to clients as required,
Identify needs or gaps in their existing plan,
provide trusted advice to address their goals and deliver personalized, ongoing financial recommendations to help clients work toward their long-term investment and retirement goals.
Work closely with the District leadership and resource teams to stay current on product and regulatory updates.
Maintain registration and licensing in good standing.
What do you need to succeed:
Valid and active Life License (LLQP) **a requirement to begin in the role.
Experience in blended or outbound Call Centre or telephone servicing
Ability to leverage digital tools to create engaging client interactions.
Experience using Salesforce.com for client relationship management
Bachelor’s degree or 3+ years of relevant experience
Mutual Fund and/or Insurance sales and service experience
Strong knowledge and passion of retail insurance and investment products
Self-motivated with a strong work ethic
Ability to develop and maintain relationships
Excellent communication skills, both verbal and written
Ability to motivate others to action
Business development skills.
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
assets:
Valid and active Mutual Fund License (MFDA)
CFP designation
Sun Life Individual Insurance and Investment product knowledge
What's in it for you?
The opportunity to move along a variety of career paths with amazing networking potential
An environment of continuous learning and improvement
Access to our Global Learning Centre, available 24/7 for your learning needs
A collaborative and interactive team environment
We’re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work® Canada
Opportunity to give back to the communities in which we live, work, and do business
Life Insurance License Certificat d'assurance de personnes PQAP
