Junior Advisor

People Corporation; Old Toronto; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Junior Advisor to provide tailored financial solutions in the vibrant markets of Edmonton, Toronto, and Vancouver. This exciting role emphasizes individual insurance and investment products, allowing you to leverage your sales expertise while building lasting client relationships. With a focus on compliance and client satisfaction, you'll play a crucial part in helping clients achieve their financial goals. The company offers a supportive environment, comprehensive benefits, and opportunities for professional development, making it an ideal place for those looking to grow their careers in the insurance sector.

Benefits

Comprehensive health and dental insurance

Retirement savings plan with company contributions

Health and wellness programs

Training opportunities

Competitive compensation package

Qualifications

• Valid or in-progress LLQP certification is required.
• 5+ years of experience in the insurance industry, especially in business development.

Responsibilities

• Advise clients on insurance and investment products while maintaining compliance.
• Build and maintain long-term client relationships.

Skills

Communication Skills

Sales Skills

Client Relationship Management

Lead Generation

Business Development

Education

Post-secondary education in business, sales, or marketing

Tools

LLQP Certification

Driver's License

Job description

We are seeking a Junior Advisor to join our team in Edmonton, Toronto or Vancouver.

This role focuses on providing customized financial solutions to clients in Edmonton, Toronto or Vancouver, with an emphasis on individual insurance and investment products.

Key Responsibilities:

1. Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.
2. Opportunity to sell mutual funds for those with a valid license.
3. Build and maintain long-term client relationships while ensuring high levels of professional service.
4. Support the company’s growth by helping clients achieve their financial and insurance goals.
5. Maintain full compliance with licensing requirements to sell People Corporation’s products and services.
6. Frequently travel within the region for in-person client meetings.

Qualifications:

1. Valid or in-progress LLQP certification.
2. Post-secondary education in business, sales, or marketing.
3. In-depth knowledge of the individual insurance products available in the region.
4. Valid driver’s license and access to a vehicle.
5. Proven experience in lead generation, sales processes, and securing new business in a B2C environment.
6. Established client base or network of potential prospects.

Skills and Experience:

1. Minimum 5 years of experience in the insurance industry, particularly in business development.
2. Demonstrated success in meeting sales targets.
3. Excellent communication and presentation skills for effective client interactions.
4. Deep understanding of individual insurance, investments, and related products.
5. Strong sales and marketing skills with the ability to promote the organization’s strengths.
6. Proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing, etc.).

Benefits:

1. Comprehensive health and dental insurance.
2. Retirement savings plan with company contributions.
3. Health and wellness programs, including mental health support.
4. Training opportunities and assistance in obtaining professional designations.
5. Competitive compensation package.

Diversity and Inclusion:

We believe diverse teams perform better. We encourage applications from individuals with varying backgrounds, experiences, and perspectives. As an equitable employer, we are committed to working with candidates who require accommodations at any stage of the hiring process.

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.

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 employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [e-mail].