Financial Advisor

Canadian House Partners; Alberta; Remote; CAD 25,000 - 50,000; Full time

Job summary

Join a leading company as a Financial Insurance Advisor, providing expert advice and personalized solutions to clients. This role requires strong knowledge of various insurance products and excellent communication skills. Successful candidates will engage with clients, manage policies, and strive to meet sales targets while working in a client-centric environment.

Benefits

Attractive commission structure

Access to training programs

Flexible schedule

Leads provided

Growth opportunities

Qualifications

• 1 year of experience in customer service.
• Alberta HLLQP Insurance License preferred but not necessary.
• Strong knowledge of insurance products & services.

Responsibilities

• Conduct needs assessments and financial reviews.
• Recommend insurance products to meet client needs.
• Assist clients in selecting and managing insurance policies.

Skills

Knowledge of insurance products

Communication skills

Analytical skills

Problem-solving abilities

Education

Bachelor's degree or College Diploma

Tools

MS Office

Google Suite

CRM software

Job description

We seek highly motivated & Independent Financial Insurance Advisors to join our team. The ideal candidate will be responsible for providing expert advice & personalized insurance solutions to our clients. This role requires a deep understanding of various insurance products, excellent communication skills, and a client-centric approach.

Key Responsibilities:

• Client Consultation: Conduct thorough needs assessments & financial reviews to understand clients' insurance needs, and financial goals.
• Insurance Solutions: Recommend appropriate insurance products, including life, health, disability, long-term care, and property & casualty insurance, to meet clients' needs.
• Policy Management: Assist clients in selecting, purchasing, and managing insurance policies, ensuring they have adequate coverage & understand policy terms.
• Market Research: Stay updated on industry trends, insurance products, and regulatory changes to provide clients with current & relevant information.
• Client Relationships: Build & maintain strong relationships with clients, providing ongoing support, policy reviews, and claims assistance.
• Compliance: Ensure all activities comply with industry regulations, company policies, and ethical standards.
• Sales Targets: Meet or exceed sales targets & business development goals through proactive client engagement, and referral generation.

Qualifications:

• Education: A Bachelor's degree or a College Diploma is good to have, but not necessary.
• Licensing: A valid Alberta HLLQP Insurance License is good to have, but not necessary.
• Experience: Minimum of 1 year of experience in customer service

Skills:

• Strong knowledge of insurance products & services. We will provide training.
• Excellent communication & interpersonal skills.
• Strong analytical & problem-solving abilities.
• Proficiency in MS Office, Google Suite, or CRM software is good to have, but not necessary. We will provide training.

Attributes:

• Self-motivated with a strong work ethic.
• Client-focused with a passion for helping others.
• A high degree of professionalism & integrity.
• Ability to work independently, manage time effectively, and be organized.
• Ability to work Remotely.
• Leads Provided: Access to a steady stream of potential clients.
• Flexible Schedule: Work remotely with flexible hours to accommodate your clients & personal life.
• Competitive Compensation: Attractive commission structure with potential for high earnings.
• Professional Development: Access to training programs, industry resources, and ongoing support to enhance your skills & knowledge.
• Growth Opportunities: Opportunity to expand your client base & grow your business within a supportive, and dynamic company.

Job Types: Full-time, Part-time, Permanent

Pay: $25,000.00-$50,000.00 per year

Expected hours: 20 – 40 per week

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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