Advisor Trainee, Advisor Development Program

Job Description:

**12 month learning contract (educative pilot)

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.comfor 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