Financial Insurance Advisor

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

Job summary

An established industry player is seeking motivated individuals to join their team as Financial Representatives. In this rewarding role, you will help Canadians achieve financial security by providing leading-edge products in an uncapped earning environment. With a strong emphasis on being 'Human' and 'Kind', you will build deep relationships with clients, assisting them in making informed financial decisions. Enjoy the flexibility of a remote work opportunity while benefiting from ongoing training and a competitive compensation structure. If you thrive in a fast-paced environment and are dedicated to customer service, this is the perfect opportunity for you!

Benefits

Competitive Commission Compensation

Base Bonuses

Monthly Sales Contests

Ongoing Training

Yearly Sales Conventions

Team Environment

Work from Home Opportunity

Qualifications

• Sales experience preferred in various roles 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

Customer Service

Multi-tasking

Presentation Skills

Education

LLQP License or Willing to Obtain

Job description

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 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