Individual Financial Services Consultant

People Corporation; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company seeks an Individual Financial Services Consultant to join their team in Toronto. In this role, you will provide expert guidance on various insurance offerings and manage a portfolio of individual insurance plans. Successful candidates will have a life insurance license (LLQP), relevant experience, and strong interpersonal skills. This position includes a hybrid work arrangement and offers a comprehensive benefits package.

Benefits

Extended health care and dental benefits

Retirement savings plan with company contributions

Suite of Health & Wellness offerings

Mental Health programs for employees and families

Assistance for industry designations

Competitive compensation

Qualifications

• Must hold a life insurance license (LLQP); Ontario mutual fund license is an asset.
• Five years of experience in the individual financial services industry.
• Ability to work independently with self-discipline.

Responsibilities

• Provide sales advice on insurance products like life insurance, travel insurance, and registered products.
• Manage and retain an assigned block of business in individual insurance plans.
• Conduct needs analysis and recommend solutions to achieve financial goals.

Skills

Interpersonal skills

Organizational skills

Presentation skills

Goal setting

Education

Post-secondary degree or diploma in financial planning or business-related field

Job description

Individual Financial Services Consultant page is loaded

Individual Financial Services Consultant

Apply remote type Hybrid locations Toronto, ON time type Full time posted on Posted 27 Days Ago job requisition id JR47 We are seeking a Individual Financial Services Consultant (LLQP) to join our Coughlin team in GTA.

Individual Financial Services Consultant (IFS) will offer guidance to customers regarding various insurance offerings such as life, living benefits, travel insurance, and registered products like RESP, RRSP, and TFSA. Maintain and nurture a designated portfolio of individual insurance plans, overseeing tasks such as continuous evaluation of client needs, handling renewals, addressing inquiries or issues, and ensuring efficient service provision.

The Individual Financial Services Consultant (LLQP) will:

• Provide sales advice to clients on all insurance products, including life insurance, living benefits, travel insurance, and registered products (RESP, RRSP, and TFSA).

• Manage and retain an assigned block of business in relation to individual insurance plans, including ongoing needs assessment, renewals, reporting, client questions/concerns and service deliveries.

• Conduct in-person and remote meetings with new and existing clients.

• Conduct plan member education sessions when required.

• Conduct needs analysis and recommend solutions to achieve financial goals.

• Develop communications required for plan sponsors and their employees in partnership with marketing support teams.

• Participate in industry conferences, seminars, etc., to promote services and keep up to date with industry trends and activities.

• Maintain deep administration knowledge, including in-house and carrier best practices and liaise with implementation stakeholders as needed.

To be successful as a Individual Financial Services Consultant (LLQP) with Coughlin & Associates, you will need :

• The incumbent must hold a life insurance license (LLQP) and an Ontario mutual fund license is considered an asset.

• Five years of experience in the individual financial services industry.

• Post-secondary degree or diploma in financial planning or a business-related field.

• Consistency and motivation toward setting and achieving goals.

• Ability to work independently and strong self-discipline to complete necessary activities in a timely manner and manage competing priorities.

• Must have excellent interpersonal and organizational skills. And be able to use discretion and maintain information in the strictest confidence.

• The candidate must be able to communicate effectively, both orally and in writing, with strong presentation skills.

All-star candidates will have:

• The ability to communicate in both official languages(French and English), both oral and written, is preferred.

• Successful completion of financial planning and life insurance designations such as CFP, CLU, and CHS designations.

• Valid driver's license

What's in it for you:

• Learn by working alongside our experts

• Extended health care and dental benefits

• A retirement savings plan with company contributions

• A suite of Health & Wellness offerings

• Mental Health programs and support for you and your family

• Assistance for the completion of industry designations

• Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

About Coughlin & Associates Ltd.:

Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include:

• Group benefits consulting and plan marketing

• Plan administration and correspondence

• Claims adjudication and payment

Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada’s most respected companies, unions and public service organizations

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to [e-mail]

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We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul - once you join us, we want you to thrive. If you want to make a difference in the lives of customers, if you take pride in a job well done, and if you like to have fun, talk to us.

To learn more about our Partner Firms, please click on the link below.

https://www.peoplecorporation.com/en-ca/about-us/our-partner-firms

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