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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retail insurance and investment products, with a strong focus on business development and client relationship management. Holds LLQP and potentially Mutual Fund licenses, showcasing a commitment to professional growth in financial advisory services.
Highest-signal resume keywords
LLQP LicenseMutual Fund LicenseBusiness Development SkillsClient Relationship ManagementVerbal And Written Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retail Insurance KnowledgeInvestment Products KnowledgeBusiness DevelopmentHolistic Life SolutionsHealth SolutionsWealth Solutions
Soft Skills
Self-MotivatedStrong Work EthicRelationship BuildingMotivating OthersEngaging Communication
Tools & Technologies
Digital ToolsSun Life ProductsSun Life Processes
Certifications & Qualifications
LLQP LicenseMutual Fund License
Industry Keywords
Financial AdviceAdvisor Development ProgramInbound And Outbound CallsClient EngagementMarket Opportunities
About the role
Key responsibilities & impact- Explore a career in financial advice through the Advisor Development Program
- Gain hands-on experience with personalized coaching and digital tools
- 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 funds
- Handle inbound and outbound calls providing holistic life, health and wealth solutions to new and existing Clients
- Complete business development activities and identify personal market opportunities
- Execute activities preparing for program graduation 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 course/exam requirements (required)
- Mutual Fund License or course/exam completion (nice to have)
- Business development skills (nice to have)
Benefits
Comp & perks- Competitive salary and 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
- Culture that celebrates excellence and inclusivity
- 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