Independent Financial Advisor: Build Your Own Agency

Co-operators; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services cooperative is seeking an entrepreneurial-minded Financial Advisor to manage your own insurance agency. You will build strong community relationships, prospect for new clients, and develop a marketing strategy to drive sales and growth. A competitive compensation package, training, and development opportunities are offered. Ideal candidates should have management experience in the insurance industry and relevant professional licenses.

Benefits

Training and development opportunities

Community engagement

Competitive compensation package and benefits

Qualifications

• 3-5 years of management experience in the insurance industry or related business experience.
• Life license and General Insurance license required, Mutual Funds license is an asset.
• Working toward professional designations like CFP, CLU, or CHFC.

Responsibilities

• Prospecting new clients and conducting reviews.
• Cultivating community relationships and enhancing agency visibility.
• Developing business and marketing plans.
• Recruiting, coaching, and managing team performance.
• Ensuring compliance with industry standards and legal regulations.

Skills

Client engagement

Sales management

Strong communication skills

Critical thinking

Education

Post-secondary education in a related field

Job description

A leading financial services cooperative is seeking an entrepreneurial-minded Financial Advisor to manage your own insurance agency. You will build strong community relationships, prospect for new clients, and develop a marketing strategy to drive sales and growth. A competitive compensation package, training, and development opportunities are offered. Ideal candidates should have management experience in the insurance industry and relevant professional licenses.