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Kelowna

    Advisor Trainee, Advisor Development Program - Kelowna, Canada - Sun Life

    Sun Life
    Sun Life Kelowna, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    Job Description

    :

    **12 month learning contract (educative pilot)

    Please note this position is on site at one of the listed locations only.

    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 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.

    • 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

    • When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.

    In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

    Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

    Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

    At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

    We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

    Job Category:

    Sales - Client Relationship Management

    Posting End Date:

    26/05/2024
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