Financial Insurance Advisor

Serenia Life Financial; Richmond; Remote; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Financial Insurance Advisor to join their dynamic team. This role offers the opportunity to work in sales with uncapped earning potential and a flexible schedule. You'll help Canadians achieve financial security through innovative products while building strong relationships with clients. With a supportive environment and ongoing training, this position promises rewarding career growth and excellent income potential. If you thrive in a fast-paced environment and are passionate about helping others, this opportunity is perfect for you.

Benefits

Flexible Schedule

Competitive Commission Structure

Ongoing Training

Annual Sales Conventions

Qualifications

• Sales experience in various environments preferred.
• Excellent communication and problem-solving skills are essential.

Responsibilities

• Coordinate and compile new business quotes and renewals.
• Engage in Digital Wealth Management including Insurance and Investments.

Skills

Sales Experience

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Customer Service Dedication

Education

LLQP Certification

Job description

Join to apply for the Financial Insurance Advisor role at Serenia Life Financial.

Location: British Columbia
Type: Full Time

About Serenia Life Financial

At Serenia Life Financial, we’ve been helping people protect their loved ones and live generously for nearly a century. Our philosophy emphasizes understanding our clients' financial needs and proactively providing solutions. As a Serenia Life Financial Representative, building deep relationships through being Human and Kind is essential to help clients make smart choices and achieve their financial goals. If you are a motivated self-starter who thrives in a fast-paced environment, this opportunity offers rewarding career growth and excellent income potential.

Why Join Us?

• Work in SALES with uncapped earning potential and unlimited growth.
• Enjoy a flexible schedule and be in business for yourself but not alone.
• Help Canadians achieve financial security through innovative products.

Key Responsibilities

• Coordinate and compile new business quotes and renewals.
• Business Development: prospect, schedule appointments, identify client needs, and introduce suitable products and services.
• Provide high-quality customer service.
• Maintain ethical, professional, and integrity-driven interactions.
• Engage in Digital Wealth Management including Insurance, Investments, and Mortgages.

Minimum Requirements

• Sales experience (outside sales, inside sales, retail, or telemarketing) preferred.
• Track record of meeting sales goals/quotas preferred.
• Excellent interpersonal and communication skills (written, verbal, listening).
• Proactive problem-solving skills.
• Customer service dedication.
• Ability to multi-task and make presentations.
• LLQP certification or willingness to obtain.

What Sets Us Apart

• Competitive commission structure, bonuses, and sales contests.
• Ongoing training to enhance skills and technical knowledge.
• Annual Sales Conventions and community-focused team environment.
• Remote work opportunity to support work/life balance.

Anticipated Income: $50,000 - $80,000 per year including commissions and bonuses.

Additional Details

• Seniority Level: Entry level
• Employment Type: Full-time
• Job Function: Sales and Business Development