Financial Advisor Development Partner
Sun Life Financial • toronto, Canada
Role Description
Join Sun Life as a Financial Advisor Development Partner, where you'll support advisors in establishing successful financial practices, all within a flexible hybrid work environment. Engage in recruiting, coaching, and ensuring advisor success in life insurance and wealth management.
In this role, you will play a crucial part in the onboarding and training of new advisors, providing them with essential skills for success. Your contributions will help meet key recruiting and production metrics while fostering a positive team culture and community presence.
Key Responsibilities:
• Support positive onboarding experiences for new advisors
• Coach advisors on business management and sales processes
• Conduct ongoing training in product knowledge
• Analyze advisor data to drive business insights
• Build relationships through community engagement activities
Requirements:
• At least 2 years of experience in financial se...
In this role, you will play a crucial part in the onboarding and training of new advisors, providing them with essential skills for success. Your contributions will help meet key recruiting and production metrics while fostering a positive team culture and community presence.
Key Responsibilities:
• Support positive onboarding experiences for new advisors
• Coach advisors on business management and sales processes
• Conduct ongoing training in product knowledge
• Analyze advisor data to drive business insights
• Build relationships through community engagement activities
Requirements:
• At least 2 years of experience in financial se...