Advisor Trainee- Advisor Development Program

SunLife

Bedford, ,
Base: competitive salary; bonus/equity: incentives...
Hybrid
Financial advice and client relationship building
Use of digital tools for client engagement
Hands-on experience with insurance and mutual fund products
The Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life with hands-on experience, personalized coaching, and access to cutting-edge digital tools

Job Summary

  • The Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life with hands-on experience, personalized coaching, and access to cutting-edge digital tools.
  • You will gain knowledge of Sun Life products, obtain dual licensing, and develop business skills while working closely with clients and sales managers in a supportive environment.
  • Sun Life offers a competitive salary with incentives, a culture that celebrates excellence and inclusivity, and the potential to transition into an Advisor role upon program completion.

Matching Summary

The Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun Life with hands-on experience, personalized coaching, and access to cutting-edge digital tools.

Salary

Base: Competitive salary; Bonus/Equity: Incentives including licensing fee support; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial advice and client relationship building
  • Use of digital tools for client engagement
  • Hands-on experience with insurance and mutual fund products
  • Inbound and outbound client communication
  • Business development activities
  • Supportive sales management environment

Nice-to-have

  • Motivational and leadership skills
  • Strong work ethic and self-motivation
  • Excellent verbal and written communication
  • Culture of inclusivity and excellence
  • Hybrid work flexibility

Key Requirements

  • LLQP license or completed course/exam requirements
  • Mutual Fund License or course/exam completion (nice to have)
  • Strong knowledge of retail insurance and investment products
  • Ability to motivate others to action
  • Business development skills

Work Rights

Not specified

Tailored Resume

Cover Letter