Sun Life Financial
Financial Advisor Coach at Sun Life
Job Description
Become a Financial Advisor Coach at Sun Life, where you’ll develop future leaders in financial advisory roles. This hands-on position involves recruiting and guiding new advisors.
You will play a crucial role in helping advisors launch their careers. Your responsibilities include sourcing candidates, ensuring a positive onboarding experience, and coaching them through business development and sales management. Collaborating with various teams, you will support advisors in meeting their growth objectives while maintaining compliance.
Key Responsibilities:
• Identify and recruit new candidates for advisory roles
• Facilitate onboarding and assist with licensing studies
• Train new advisors on product offerings and sales strategies
• Coach in client engagement and business management practices
• Ensure compliance with regulatory requirements
Requirements:
• At least 2 years of experience in financial services
• Life Insurance Agent’s license required
• Str...
You will play a crucial role in helping advisors launch their careers. Your responsibilities include sourcing candidates, ensuring a positive onboarding experience, and coaching them through business development and sales management. Collaborating with various teams, you will support advisors in meeting their growth objectives while maintaining compliance.
Key Responsibilities:
• Identify and recruit new candidates for advisory roles
• Facilitate onboarding and assist with licensing studies
• Train new advisors on product offerings and sales strategies
• Coach in client engagement and business management practices
• Ensure compliance with regulatory requirements
Requirements:
• At least 2 years of experience in financial services
• Life Insurance Agent’s license required
• Str...