Life Insurance Specialist

Royal City Recruitment; Brantford; On-site; CAD 65,000 - 75,000; Full time

Benefits offered by this job

Commissions

Benefits package

Job summary

Royal City Recruitment is assisting a client in Brantford to hire an Associate Financial Advisor specializing in Life Insurance. The role emphasizes outbound prospecting, client contact and sales activities to grow life, group and wealth management portfolios.

You will identify prospects, assess needs, and recommend appropriate products while complying with regulations. Licensing (LLQP) and a Mutual Funds license are assets; two years sales experience is preferred.

Qualifications

• Post-secondary degree or diploma completed.
• Holds Life Insurance Licence (LLQP); Mutual Funds license is an asset.
• Meet provincial licensing requirements for ongoing education.
• Two years sales experience or related marketing experience preferred.
• Knowledge of insurance products and underwriting skills is an asset.

Responsibilities

• Sell life, group and wealth management products to clients.
• Support and service the life and wealth portfolios while complying with regulations.
• Proactively conduct client reviews focusing on life and wealth management.
• Prospect and cross-sell across lines of business with needs analyses.
• Perform front-line risk assessment using underwriting guidelines.
• Develop annual marketing plans to meet product-area goals.
• Respond to client questions, resolve complaints and escalate when needed.

Skills

Sales experience

Strong communication

Client relationships

Education

Post-secondary degree or diploma

Life Insurance Licence (LLQP)

Mutual Funds license (asset)

Job description

Title: Associate Financial Advisor- Life Insurance Specialist

Employment type: Full Time

Work Model: In office- Brantford

Salary Range: $65,000-$75,000 + commissions

Our client is looking for an Associate Financial Advisor specializing in Life Insurance.

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth.

The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

What you’re responsible for:

• Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
• Complete front-line risk assessment and selection, following underwriting guidelines.
• Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
• Respond to and investigate client questions and concerns, resolve client complaints, and elevate issues appropriately

What to expect:

• You will travel occasionally.
• You are required to have a valid driver’s license and insurance.
• Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
• This role involves direct contact with clients and/or service providers in their environment.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful:

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
• You build trusting relationships and provide guidance to support the development of peers.

To join our team:

• Successful completion of a post-secondary degree or diploma issued by an accredited college or university.
• Holds a Life Insurance Licence ( LLQP)with a Mutual Funds license considered an asset.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• A minimum of two (2) years sales experience or related business or marketing experience is preferred.
• Knowledge of insurance products and strong underwriting skills is an asset.

What we offer:

• Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialists.
• Specialized internal training and ongoing development support throughout your career.
• Opportunities to give back to your community
• A competitive compensation package and benefits program