Shape the future of financial advising as an Advisor Development Partner. This dynamic role with Sun Life focuses on coaching and supporting new advisors for success.
In this position, you will recruit, train, and mentor advisors in their first four years, ensuring they establish robust financial practices. You'll work in tandem with district management and provide resources for advisors' growth, including training on insurance and wealth products. Your coaching will emphasize achieving financial objectives and compliance.
Key Responsibilities:
• Recruit candidates for Sun Life advisor roles
• Support onboarding and licensing processes
• Provide training on product knowledge and sales cycles
• Coach in business development and strategic planning
• Track advisor performance and ensure adherence to regulations
Requirements:
• 2 years of experience in financial services
• Valid Life Insurance and Mutual Fund licenses
• Experience in leading sales teams
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