Financial Insurance Advisor

Serenia Life Financial; Oshawa; Remote; CAD 45,000 - 75,000; Full time

Job summary

Join a leading financial services company as a Financial Insurance Advisor in Canada. This role offers unlimited growth potential and flexibility, with the chance to help Canadians achieve financial security through exceptional service. The position requires sales experience and a commitment to customer satisfaction, along with preparation for obtaining necessary certification.

Benefits

Competitive Compensation

Ongoing Training

Yearly Sales Conventions

Community Focus

Work / Life Balance

Qualifications

• Preferred background in outside or inside sales, retail sales or telemarketing.
• Excellent communication skills (written, verbal, and listening).
• Ability to juggle multiple tasks effectively.

Responsibilities

• Source new clients, schedule appointments, and identify customer needs.
• Provide exceptional service ensuring clients feel valued.
• Offer expertise in insurance, investments, and mortgages.

Skills

Sales Experience

Interpersonal Skills

Problem-Solving

Customer Dedication

Presentation Skills

Education

LLQP certification or willingness to obtain

Job description

Join Our Team as a Financial Insurance Advisor and Make a Difference!

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 nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As a Serenia Life Financial Representative, building deep relationships through being Human and Kind is at the heart of what we do. This approach helps our clients make smart choices 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.

Why Join Us?

• Unlimited Growth Potential : Work in sales with an uncapped earning environment and limitless career advancement opportunities.
• Flexibility : Enjoy a flexible schedule and the freedom of being in business for yourself, but not by yourself.
• Support and Training : Access industry-leading support and training to help you succeed.
• Impactful Work : Help Canadians achieve financial security with cutting-edge products.

Key Responsibilities :

• Business Development : Source new clients, schedule appointments, identify customer needs, and introduce the right products and services.
• Customer Service : Provide exceptional service, ensuring clients feel valued and understood.
• Professional Integrity : Apply best practices in all interactions, maintaining ethical and professional standards.
• Digital Wealth Management : Offer expertise in insurance, investments, and mortgages.

What We’re Looking For :

• Sales Experience : Preferred background in outside or inside sales, retail sales, or telemarketing.
• Proven Track Record : Demonstrated success in meeting sales goals and quotas.
• Interpersonal Skills : Excellent communication skills (written, verbal, and listening).
• Problem-Solving : Proactive approach to resolving issues.
• Customer Dedication : Commitment to delivering outstanding customer service.
• Multi-Tasking : Ability to juggle multiple tasks effectively.
• Presentation Skills : Capable of making compelling presentations to potential clients.
• Qualifications : LLQP certification or willingness to obtain it.

What Sets Us Apart?

• Competitive Compensation : Enjoy a commission structure, bonuses, and monthly sales contests.
• Ongoing Training : Continuous improvement of skills and technical knowledge.
• Yearly Sales Conventions : Opportunities for professional development and networking.
• Community Focus : Work in a team environment dedicated to giving back to our communities.
• Work / Life Balance : Benefit from a remote work-from-home opportunity that allows you to create your ideal work / life balance.

Ready to Make a Difference?

If you're ready to take your career to the next level and make a real impact, apply now to join the Serenia Life Financial family. Together, we can help Canadians secure their financial future while enjoying a fulfilling and rewarding career.