Licensed Insurance Agent

Experior Financial Group; Ontario; On-site; CAD 50,000 - 70,000; Full time

Job summary

Experior Financial Group is seeking a Licensed Insurance Agent in Ontario to provide personalized financial solutions and expert advice to clients. The role involves building relationships, ensuring compliance, and working towards promotions based on personal production.

Qualifications

• Ability to think creatively and solve problems in a fast-paced environment.
• Excellent problem-solving and analytical skills.

Responsibilities

• Provide clients with consultations to assess their financial situation.
• Prepare recommendations for customized financial solutions.
• Help clients identify and manage risks.

Skills

Problem Solving

Analytical Skills

Communication

Creativity

Relationship Building

Job description

LICENSED INSURANCE AGENT, ONTARIO

Role / Description

Experior Financial Group is seeking a Licensed Insurance Agent in Ontario and surrounding areas in a commission-based role.

Our success is driven by our client solutions, built with our proprietary Expert Financial Analysis software (EFA). This tool provides clients with a simple, easy-to-follow financial program offered exclusively through Experior Associates, helping them achieve their financial needs and retirement goals.

With extensive experience handling diverse clients, we understand that each client is unique. We design customized financial strategies tailored to individual needs. Our team of licensed associates diligently updates, processes, and analyzes client accounts.

Financial Associates at Experior are trained to ensure compliance with financial regulations and company policies.

Position Summary

As an associate, you will be a vital part of a team helping clients reach their financial goals. You should be professional and friendly, providing services and crafting personalized plans. You will offer high-quality expert advice, own your book of business from day one, and work towards promotions based on personal production while building a team.

Responsibilities

1. Provide clients with consultations to assess their financial situation, follow through on requests, anticipate needs, and offer comprehensive guidance.
2. Prepare recommendations for customized financial solutions based on individual needs analysis for current and potential clients.
3. Help clients identify and manage risks by staying informed about the latest financial developments and sharing relevant information.
4. Ensure compliance with all risk, regulatory standards, policies, and controls of the company.

Required Skills

• Ability to think creatively and solve problems in a fast-paced environment.
• Excellent problem-solving and analytical skills, with sound judgment based on available data.
• Ability to establish and maintain relationships with clients, understanding their needs and building trust for long-term partnerships.
• Integrity, caring, reliability, and a servant attitude.
• Effective listening and communication skills.
• Generous, humble, ambitious, and a natural teacher.
• Dedicated, passionate, visionary, and proactive.
• Positive outlook, relatable, and professional appearance.
• Reliable transportation.
• Self-directed, hardworking, quick learner, and committed to providing personalized, convenient service.