Licensed Insurance Agent

TEEMA Solutions Group; Woodstock; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Licensed Insurance Agent to join their team in Ontario. In this commission-based role, you'll be pivotal in helping clients achieve their financial goals through personalized consultations and expert advice. This position requires a blend of analytical skills, integrity, and a caring attitude, as you will build long-term relationships with clients and guide them through their financial journeys. If you're looking for a fresh start with a company that values your contributions and offers a dynamic work environment, this opportunity is perfect for you.

Qualifications

• Must possess excellent problem-solving and analytical skills.
• Ability to build trusting relationships with clients.

Responsibilities

• Provide consultations to assess clients' financial situations.
• Prepare customized financial solutions based on client needs.
• Ensure compliance with financial regulations and company policies.

Skills

Creative Thinking

Problem-Solving

Analytical Skills

Relationship Building

Integrity

Effective Communication

Reliability

Ambition

Dedication

Visionary Thinking

Professional Appearance

Self-Directed

Quick Learning

Job description

Experior Financial Group is looking for a Licensed Insurance Agent in Ontario and surrounding areas in a commission-based setting.

A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple, easy-to-follow financial program offered exclusively through Experior Associates to help clients reach their financial needs and goals for retirement and more.

Experior has extensive experience in dealing with a wide range of clients. Thus, we understand that every client is different, and we design customized financial approaches fitting to our clients' needs. Our team of licensed associates works diligently to ensure that client accounts are constantly updated, processed, and analyzed.

Financial Associates with Experior Financial Group are trained to ensure compliance with finance regulations and company policies.

POSITION SUMMARY

As an associate at Experior Financial Group, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high-quality expert advice. You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team.

RESPONSIBILITIES

1. Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance;
2. Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers;
3. Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with clients information that can help them make informed decisions;
4. Complies with all the company's risk and regulatory standards, policies, and controls;

REQUIRED SKILLS

1. You have the ability to think creatively and solve problems in a fast-paced environment.
2. You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.
3. You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships.
4. You must have integrity.
5. You are caring, reliable, and have a servant attitude.
6. You are a listener and an effective communicator.
7. You are both generous and humble.
8. You are ambitious with the qualities of a teacher.
9. You are dedicated and passionate.
10. You are a visionary and a mover.
11. You possess a positive outlook and are relatable.
12. You maintain a clean and professional appearance.
13. You have reliable transportation.
14. You are looking for a fresh start with a company that makes a REAL difference.
15. Our associates need to be self-directed, hardworking individuals.
16. You are a quick learner, wanting to provide the absolute best to your clients and can go to them for the most personalized and convenient service. (This is not a salary-based position)