Advisor

People Corporation; Old Toronto, Vancouver, Edmonton; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Junior Advisor to provide tailored financial solutions across major Canadian cities. This exciting role involves advising clients on various insurance and investment products while fostering long-term relationships. The ideal candidate will have a strong background in sales, excellent communication skills, and a passion for helping clients achieve their financial goals. Join a dynamic team that values diversity and is committed to creating an inclusive environment where every employee can thrive. If you are ready to make an impact in the insurance industry, this opportunity is perfect for you!

Benefits

Comprehensive health and dental insurance

Retirement savings plan with company contributions

Health and wellness programs

Training opportunities for professional designations

Competitive compensation package

Qualifications

• Valid or in-progress LLQP certification is required.
• Post-secondary education in business, sales, or marketing is preferred.

Responsibilities

• Advise clients on life insurance, health plans, and investment products.
• Build and maintain long-term client relationships.

Skills

Sales Skills

Communication Skills

Client Relationship Management

Business Development

Insurance Knowledge

Education

Post-secondary education in business, sales, or marketing

Tools

LLQP Certification

Driver's License

Job description

We are seeking a Junior Advisor to join our team in Edmonton, Toronto or Vancouver.

This role focuses on providing customized financial solutions to clients in Edmonton, Toronto or Vancouver, with an emphasis on individual insurance and investment products.

Key Responsibilities:

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

Qualifications:

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

Skills and Experience:

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

Benefits:

1. Comprehensive health and dental insurance.
2. Retirement savings plan with company contributions.
3. Health and wellness programs, including mental health support.
4. Training opportunities and assistance in obtaining professional designations.
5. Competitive compensation package.

Diversity and Inclusion:

We believe diverse teams perform better. We encourage applications from individuals with varying backgrounds, experiences, and perspectives. As an equitable employer, we are committed to working with candidates who require accommodations at any stage of the hiring process.

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated 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. If you require an accommodation or an alternative format of any posting please reach out to [e-mail].