Insurance Advisor

Yorkville Asset Management; Toronto; On-site; CAD 50,000 - 80,000; Full time

Job summary

Yorkville Asset Management cherche un conseiller en assurance à Toronto. Vous personnaliserez des contrats d'assurance et contribuerez au succès de l'équipe par l'atteinte de vos objectifs de vente. Un fort esprit entrepreneurial et une expertise reconnue dans le secteur sont nécessaires.

Qualifications

• Accréditations en tant que conseiller en assurance (LLQP).
• Capacité à travailler de façon autonome et à générer des leads.
• Connaissance des impôts, compétences en vente et en présentation requises.

Responsibilities

• Travailler de manière indépendante pour générer ses propres leads.
• Contribuer aux ventes de l'équipe en atteignant des objectifs individuels.
• Développer et capitaliser sur son réseau externe.

Skills

Tax knowledge

Selling skills

Presenting skills

Education

LLQP accreditation

Certified Financial Planner

CPA accreditation

Job description

YAM Financial Solutions is looking to hire an Insurance Advisor that specializes in customizing insurance contracts including but not limited to Intermediate Financing Arrangements, Critical Illness, and Criss-Cross / Buy-Sell Agreements. The ideal teammate will be an accredited Life & Wealth Advisor (LLQP), self-motivated and highly driven entrepreneur. Strong knowledge of tax, selling and presenting skills, and recognized industry designations such as Certified Financial Planner, or CPA accreditation will help in securing our collective success.

The ideal teammate must be able to work independently and generate his / her own leads. The candidate will contribute to and be accountable to the team sales through the achievements of individual sales goals. As an entrepreneur you will continuously work on increasing your external networks and capitalize on market opportunities andreferrals from existing and new centers of influence.

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Insurance Advisor • Toronto, Ontario, Canada