Customer Relations Representative

Anna Raeli Insurance Agency; King City; On-site; CAD 60,000 - 70,000; Full time

Job summary

Anna Raeli Insurance Agency is seeking an Associate Financial Advisor to support and grow agency operations via outbound prospecting, client contact, and sales activities. Primary focus includes mutual funds with opportunities in life and wealth management.

You will identify client needs, provide informed product recommendations, and ensure compliance with license requirements while advancing sales targets. Office-based role in Schomberg, Ontario.

Qualifications

• Minimum of two years sales experience.
• Knowledge of insurance and investment products.
• Mutual Fund Licence is required.
• Life Licence is required or working towards.
• General or other Insurance Licenses may be required depending on specialty focus.
• Meet provincial licensing requirements to obtain and maintain licenses.

Responsibilities

• Support development of agency operations through sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth management portfolio while adhering to compliance rules.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross-sell all lines of business by completing needs analysis.
• Complete front-line risk assessment and underwriting guidance.

Skills

Sales experience

Insurance knowledge

Wealth management knowledge

Needs analysis

Tools

Mutual Fund Licence

Life Licence

Insurance Licence(s)

Job description

Associate Financial Advisor

• Compensation: 60,000 - $70,000 + commissions.
• Working Model Schomberg office- In office
• Vacation

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.

This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds.

How you will create impact:

• Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
• Complete front-line risk assessment and selection, following underwriting guidelines.
• Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
• Respond to and investigate client questions and concerns, resolve client complaints and elevate issues appropriately.
• Mutual Fund Licence is required.
• Life License is required or working towards.
• General or other Insurance License(s) may be required depending on the specialty focus for the role.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• A minimum of two (2) years sales experience.
• Knowledge of insurance & investment products.

Performance of Core Functions:

• Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
• Strong contribution to achievement of the agency goals
• Contribution to achievement of multi-line client targets
• Strong commitment to ongoing personal and professional development
• Level of customer satisfaction as measured through client feedback
• Demonstration of client needs analysis through commitment to use of financial security planning tools
• Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
• Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
• Work independently and effectively use and apply the resources available

Impact on the Organization:

• Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
• Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
• Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
• Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

What you need to know:

• You will be subject to a criminal and credit check as a condition of employment, in the event you are the successful candidate