Financial Insurance Advisor

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

Job summary

Join a leading financial services provider as a Financial Advisor where you can thrive in an uncapped earning environment. The role focuses on helping clients achieve financial security through tailored products and services, with ongoing training and the flexibility of remote work. Your interpersonal skills and sales experience will be key to your success in this rewarding position.

Benefits

Competitive commission compensation

Ongoing training and development

Yearly Sales Conventions

Work in a collaborative team environment

Flexible remote work opportunities

Qualifications

• Sales experience preferred; either outside or inside sales.
• Successful track record of meeting sales goals.
• Excellent written, verbal, and listening skills.

Responsibilities

• Coordinate and compile new business quotes and renewals.
• Business development through outbound prospecting and scheduling appointments.
• Provide a high level of customer service.

Skills

Interpersonal skills

Communication skills

Problem-solving

Multi-tasking

Education

LLQP or willing to obtain

Job description

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 to proactively provide solutions. As a Serenia Life Financial Representative, it will be essential to the role that deep relationships are created through being Human and Kind . This will assist our clients in making smart choices that will allow them the greatest chance of achieving their financial goals. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

If you are looking to :

• Work in SALES in an uncapped earning environment with unlimited growth potential
• Have a flexible schedule & be in business for yourself but not by yourself
• Help Canadians achieve financial security through leading-edge products

Key Accountabilities :

• Coordinating and compiling new business quotes and renewals
• Business Development - Outbound prospecting, scheduling appointments, identifying customer needs, and introducing appropriate products and services
• Provide a high level of customer service
• Applying best practices in all interactions through being ethical, professional, and doing so with integrity
• Digital Wealth Management (Insurance, Investments, and Mortgages)

Requirements :

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals / quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal, and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• LLQP or willing to obtain

What sets us apart?

• Competitive commission compensation structure, base bonuses, and monthly sales contests
• Ongoing training that is focused on improving the skill set and technical knowledge of our team
• Yearly Sales Conventions
• Getting to work in a team environment that has a strong focus on giving back to our communities
• A remote work from home opportunity, to create your optimal work / life balance

Anticipated Commission + Bonus Income : $50,000 - $80,000 / Year

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Financial Advisor • Victoria, Capital Regional District, Canada