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About the Role
Step into the role of Advisor Development Manager with Sun Life, focusing on recruiting and nurturing top-tier financial advisors. Support their growth through skillful coaching and operational oversight.
This impactful position centers on helping new financial advisors establish thriving practices within the insurance and wealth sectors. You will play a crucial role in onboarding, training, and monitoring advisor performance to drive successful client outcomes. Collaborate with a dedicated team while fostering a positive culture within your district.
Key Responsibilities:
• Source and onboard new advisors for Sun Life
• Guide advisors through training and business planning
• Provide continuous coaching on sales and management skills
• Ensure compliance with advisor operating standards
• Track advisor activities to optimize performance metrics
Requirements:
• At least 2 years of experience in finance
• Valid Life Insurance Agent's license needed
• Stron...
This impactful position centers on helping new financial advisors establish thriving practices within the insurance and wealth sectors. You will play a crucial role in onboarding, training, and monitoring advisor performance to drive successful client outcomes. Collaborate with a dedicated team while fostering a positive culture within your district.
Key Responsibilities:
• Source and onboard new advisors for Sun Life
• Guide advisors through training and business planning
• Provide continuous coaching on sales and management skills
• Ensure compliance with advisor operating standards
• Track advisor activities to optimize performance metrics
Requirements:
• At least 2 years of experience in finance
• Valid Life Insurance Agent's license needed
• Stron...
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