Job Description
* Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.* Support candidates and ensure a positive onboarding experience, which includes support with licensing studies, market identification, business planning, and joint client appointments.* Train and onboard new advisors and actively oversee successful implementation of their onboarding plan. Conduct training in various areas such as product knowledge, sales process and through providing pre- and post-sales support.* Develop advisor skills and capabilities through coaching in areas such as: prospecting, developing their holistic business practice, assessing opportunities for cross-selling, the sales cycle, business management, prospecting etc.* Work with these advisors to meet their financial and strategic objectives (i.e., sales growth, productivity, client engagement, etc.).* Partner with various head office Centre of Excellence teams to support advisors.* Mo...
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