Licensed Insurance Agent

Experior Financial Group Inc.; Woodstock; On-site; CAD 50,000 - 70,000; Full time

Job summary

Experior Financial Group is looking for a Licensed Insurance Agent in Ontario. This commission-based role involves consulting clients, providing tailored financial recommendations, and ensuring compliance with regulations. The position offers opportunities for promotion and team building.

Qualifications

• Strong analytical skills with sound judgment.
• Ability to build and maintain trusting relationships.

Responsibilities

• Consult with clients to assess their financial situation.
• Prepare tailored financial recommendations.
• Ensure compliance with all risk management standards.

Skills

Creative thinking

Problem-solving

Analytical skills

Effective listening

Communication skills

Job 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 client solutions developed with our proprietary Expert Financial Analysis software (EFA), which offers clients a straightforward financial program designed to help them achieve their retirement and financial goals.

With extensive experience serving diverse clients, we tailor financial strategies to meet individual needs. Our team of licensed associates diligently update, process, and analyze client accounts.

All associates 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 objectives. You should be professional and personable, providing high-quality advice and crafting personalized financial plans. You will own your book of business from day one and have opportunities for promotion based on your performance, with the potential to build a team.

RESPONSIBILITIES

• Consult with clients to assess their financial situation, follow up on requests, anticipate needs, and provide comprehensive guidance.
• Prepare tailored financial recommendations based on individual needs analysis for current and prospective clients.
• Assist clients in identifying and managing risks, staying informed of financial developments, and sharing relevant information to aid informed decision-making.
• Ensure compliance with all risk management, regulatory standards, policies, and controls.

REQUIRED SKILLS

• Creative thinking and problem-solving abilities in a dynamic environment.
• Strong analytical skills with sound judgment based on data and information.
• Ability to build and maintain trusting relationships with clients, understanding their unique needs.
• Integrity, caring nature, reliability, and a service-oriented attitude.
• Effective listening and communication skills.
• Generosity, humility, ambition, dedication, and passion.
• Visionary mindset and proactive attitude.
• Positive outlook and relatability.
• Professional appearance and reliable transportation.
• Self-motivated, hardworking, quick learner committed to providing personalized, convenient service.