Financial Insurance Advisor

Serenia Life Financial; City of Langley; Remote; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Financial Insurance Advisor to join their team. This role offers a unique opportunity to build deep relationships with clients through a philosophy of being both Human and Kind. As a representative, you will engage in business development, provide exceptional customer service, and manage digital wealth management solutions. With a competitive commission structure and ongoing training, this position not only promises excellent income potential but also a supportive team environment focused on community giving. If you thrive in a fast-paced setting and are dedicated to helping others achieve their financial goals, this is the perfect opportunity for you.

Benefits

Competitive Commission Structure

Ongoing Training

Annual Sales Conventions

Community Giving Focus

Remote Work Opportunity

Qualifications

• Sales experience preferred in various sectors including retail and telemarketing.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Coordinate new business quotes and renewals.
• Engage in outbound prospecting and identify customer needs.

Skills

Sales Experience

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Presentation Skills

Customer Service

Education

LLQP Certification

Job description

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Location: British Columbia

Type: Full Time

Imagine working for a company that is both Human and Kind...

At Serenia Life Financial, we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients' financial needs and proactively provide solutions. As a Serenia Life Financial Representative, it will be essential to create deep relationships through being Human and Kind. This approach helps our clients make smart decisions to achieve their financial goals. If you are a motivated self-starter who thrives in a fast-paced environment, this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

1. Coordinate and compile new business quotes and renewals.
2. Engage in Business Development: outbound prospecting, scheduling appointments, identifying customer needs, and introducing appropriate products and services.
3. Provide high levels of customer service.
4. Maintain ethical, professional interactions with integrity.
5. Manage digital wealth management including insurance, investments, and mortgages.

Requirements

1. Sales experience (outside sales, inside sales, retail, or telemarketing) preferred.
2. Proven track record of meeting sales goals/quotas preferred.
3. Excellent interpersonal and communication skills (written, verbal, listening).
4. Proactive problem-solving skills.
5. Dedicated to customer service and able to multi-task.
6. Ability to make presentations to potential customers.
7. LLQP certification or willingness to obtain it.

What Sets Us Apart

1. Competitive commission structure, base bonuses, and monthly sales contests.
2. Ongoing training to enhance skills and technical knowledge.
3. Annual sales conventions.
4. Team environment focused on community giving.
5. Remote work opportunity to support work/life balance.

Compensation

Anticipated commission + base bonus income ranges from $50,000 to $80,000 per year.