Growth-Driven Financial Advisor: Life, Wealth & Insurance

Co-operators; Canada; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services co-operative in Canada is looking for an Associate Financial Advisor to support and develop agency operations. This role involves outbound prospecting, client contact, and sales activities for life, group, and wealth products. Candidates should have a Life License, preferably two years of sales experience, and strong communication skills. The position offers competitive compensation and various development opportunities.

Benefits

Training and development opportunities

Opportunities to give back to the community

Competitive compensation package and benefits program

Qualifications

• Minimum two years of sales experience or related business or marketing experience.
• Knowledge of insurance products and strong underwriting skills is an asset.

Responsibilities

• Support development of the agency operation through sales of life, group, and wealth products.
• Service and support the life, group, and wealth management portfolio.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross-sell all lines of business.
• Complete front-line risk assessments and selection.
• Develop annual marketing plans.

Skills

Sales experience

Strong communication skills

Client-centric mindset

Underwriting skills

Education

Life License

General or other Insurance License(s)

Job description

A leading financial services co-operative in Canada is looking for an Associate Financial Advisor to support and develop agency operations. This role involves outbound prospecting, client contact, and sales activities for life, group, and wealth products. Candidates should have a Life License, preferably two years of sales experience, and strong communication skills. The position offers competitive compensation and various development opportunities.