Job Description & How to Apply Below
Join Sun Life as a Financial Advisory Development Partner, focusing on onboarding and training advisors in the financial sector. Drive growth by enhancing advisors' skills and supporting their business practices.
In this essential role, you will identify and support candidates for advisor roles while ensuring a smooth onboarding experience. Responsibilities include training in product knowledge and sales processes, along with managing joint client appointments and compliance oversight.
Key Responsibilities:
• Identify potential candidates for advisor positions
• Ensure positive onboarding and candidate support
• Deliver training in sales and product knowledge
• Monitor and analyze advisor activities
• Oversee compliance measures and advisor conduct
Requirements:
• 2+ years of experience in financial services
• Valid life insurance license in the relevant province
• Obtain group savings license quickly
• Pass the Branch Managers’ course exam soon
• Proficient with technology tools like Salesforce
Contribute to the success of advisors by leveraging your expertise in business planning and training at Sun Life.
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