Associate Advisor

People Corporation; Burnaby; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health and dental insurance

Retirement savings plan

Mental health support

Training opportunities

Job summary

People Corporation is seeking an Associate Advisor to join their team in Burnaby, BC. This role focuses on providing tailored financial solutions, primarily in individual insurance and investment products. Ideal candidates will have a valid LLQP certification, experience in the insurance sector, and exceptional client interaction skills.

You will advise clients on life and health insurance options, support their financial goals, and build long-term relationships. This position offers comprehensive health benefits and a competitive salary ranging from $60,000 - $70,000 annually.

Qualifications

• Proven experience in securing new business in a B2C environment.
• In-depth knowledge of individual insurance products.
• Minimum 5 years of experience in the insurance industry, particularly in business development.

Responsibilities

• Advise and sell insurance and investment products.
• Maintain compliance with licensing requirements.
• Build and maintain client relationships.

Skills

Lead generation

Sales processes

Communication skills

Marketing skills

Education

Post-secondary education in business, sales, or marketing

Valid or in-progress LLQP certification

Job description

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.

Role Responsibilities

• Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.
• Opportunity to sell mutual funds for those with a valid license.
• 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.

Ideal Experience

• Minimum 5 years of experience in the insurance industry, particularly in business development.
• Demonstrated success in meeting sales targets.
• Excellent communication and presentation skills for effective client interactions.
• Deep understanding of individual insurance, investments, and related products.
• Strong sales and marketing skills with the ability to promote the organization’s strengths.
• Proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing, etc.).

Benefits

• 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.

Salary: The base salary for this position is between $60,000 - 70,000 annually. This represents base salary only and does not include variable compensation such as annual bonus, commission, etc. The final base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

We are committed to providing an inclusive, accessible environment. If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

We are committed to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.