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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advice through hands-on experience in the Advisor Development Program, with a strong focus on retail insurance and investment products. Possesses dual licensing in insurance and mutual funds, complemented by effective communication and relationship-building skills.
Highest-signal resume keywords
LLQP LicenseMutual Fund LicenseBusiness Development SkillsVerbal Communication SkillsRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdviceInsurance ProductsInvestment ProductsBusiness DevelopmentClient Solutions
Soft Skills
Self-MotivatedStrong Work EthicEngaging with ClientsMotivating Others
Certifications & Qualifications
LLQP LicenseMutual Fund License
Industry Keywords
Retail InsuranceInvestment ProductsAdvisor Development ProgramHolistic Solutions
About the role
Key responsibilities & impact- Gain hands-on experience in financial advice through the Advisor Development Program
- 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 key activities in preparation 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 the 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 for 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- Competitive salary and incentives, including licensing fee support
- Hands-on experience that builds confidence and business expertise
- Personalized coaching
- Supportive environment with dedicated sales managers and local Sun Life district leadership 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, with the choice to work from the office and virtually based on business, client, and employee needs
