Associate Advisor

840 IFS; Burnaby; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health and dental insurance

Retirement savings plan

Health and wellness programs

Training opportunities

Job summary

840 IFS is seeking an Associate Advisor to join their team in Burnaby, BC. This role emphasizes customized financial solutions, particularly in individual insurance and investment products. Advisors will engage in selling various insurance products while developing long-term client relationships.

The ideal candidate should have a valid LLQP certification or be in progress, along with a background in business or sales. The position includes benefits such as competitive salary, health insurance, and training opportunities.

Qualifications

• Valid or in-progress LLQP certification.
• Post-secondary education in business, sales, or marketing.
• In-depth knowledge of individual insurance products.

Responsibilities

• Advise and sell various insurance and investment products.
• Build and maintain long-term client relationships.
• Support the company's growth in achieving clients' financial goals.

Skills

Financial solutions

Client relationship management

Lead generation

Sales processes

Communication skills

Education

Post-secondary education in business, sales, or marketing

Valid or in-progress LLQP certification

Job description

Job Overview

We are seeking an Associate Advisor to join our team in Burnaby, BC. This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment products.

Responsibilities

• Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, annuities, and mutual funds for licensed candidates.
• Build and maintain long‑term client relationships while ensuring high levels of professional service.
• Support the company’s growth by helping clients achieve their financial and insurance goals.
• Maintain full compliance with licensing requirements to sell People Corporation’s products and services.
• Frequently travel within the region for in‑person client meetings.

Qualifications

• Valid or in‑progress LLQP certification.
• Post‑secondary education in business, sales, or marketing.
• In‑depth knowledge of the individual insurance products available in the region.
• Valid driver’s license and access to a vehicle.
• Proven experience in lead generation, sales processes, and securing new business in a B2C environment.
• Established client base or network of potential prospects.

Preferred: minimum 5 years of experience in the insurance industry, demonstrated success in meeting sales targets, excellent communication and presentation skills, deep understanding of individual insurance, investments, and related products, strong sales and marketing skills, and proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing, etc.).

Benefits

• Base salary between $60,000 and $70,000 annually.
• Comprehensive health and dental insurance.
• Retirement savings plan with company contributions.
• Health and wellness programs, including mental health support.
• Training opportunities and assistance in obtaining professional designations.
• Competitive compensation package including variable components such as bonus and commission.

About Accessibility

If you require an accommodation or an alternative format of this posting, please reach out to [e-mail]. For more information on accessibility at People Corporation, visit https://www.peoplecorporation.com/en-ca/accessibility-statement.