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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building long-term client relationships and providing holistic financial solutions, with a strong foundation in retail insurance and investment products. Holds necessary licenses and possesses business development skills to effectively engage and motivate clients.
Highest-signal resume keywords
LLQP LicenseMutual Fund LicenseBusiness Development SkillsRetail Insurance KnowledgeInvestment Products Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Work EthicExcellent Verbal CommunicationExcellent Written CommunicationSelf-MotivatedRelationship Development
Certifications & Qualifications
LLQP LicenseMutual Fund License
Industry Keywords
Financial PlanningHolistic SolutionsClient EngagementInbound CallsOutbound Calls
About the role
Key responsibilities & impact- Build long-term relationships with people and help them plan financially for various life stages
- Work out of a local Sun Life District office
- Gain knowledge of Sun Life products, tools, processes and practical skills while working directly with Sun Life Clients
- Obtain dual licensing in insurance and mutual fund
- Handle inbound and outbound calls providing holistic life, health and wealth solutions to new and existing Sun Life Clients
- Complete business development activities and identify personal market opportunities
- Execute key activities preparing for graduation from the program and launch of an advisor career
- Split time between the Prospr advisor team, reporting to an ADP Sales Manager, and exposure to a standalone advisor role with the local Sun Life District leadership team
Requirements
What you’ll need- History of achievements (professional, academic, athletics, etc.)
- Strong knowledge and passion of retail insurance and investment products
- Self-motivated with a strong work ethic
- Enjoys engaging, developing and maintaining relationships with people
- Excellent verbal and written communication skills
- Ability to motivate others to action
- LLQP license or completion of all LLQP course/exam requirements (required)
- Mutual Fund License or course/exam completion (nice to have)
- Business development skills (nice to have)
Benefits
Comp & perks- Incentives including licensing fee support
- Hands-on experience that builds confidence and business expertise
- Supportive environment with dedicated sales managers and local Sun Life district leadership team focused on professional development and long-term success
- Access to innovative digital tools
- Potential to transition into an Advisor role or join an existing advisory team upon successful completion of the program
- Hybrid work flexibility from the office and virtually based on business, Client and employee needs
- Diversity and inclusion-focused workplace
- Accommodation support in the application process