Own Your Insurance Agency - Independent Financial Advisor

Co-operators; Penticton; On-site; CAD 80,000 - 90,000; Full time

Job summary

An established industry player is seeking an entrepreneurial-minded Financial Advisor to lead their own insurance agency. This role involves building strong community ties and cultivating long-term client relationships while utilizing exclusive technology and tools. As a key player, you will develop business strategies, manage a team, and ensure compliance with industry standards. The company offers training and development opportunities, a competitive compensation package, and the chance to make a positive impact in the community. If you're driven by success and client satisfaction, this is an exciting opportunity for you.

Benefits

Training and development opportunities

Competitive compensation package

Community involvement opportunities

Qualifications

• 3-5 years of management experience in the insurance industry or related business.
• Life license and General Insurance license are required.

Responsibilities

• Manage an insurance agency and build strong community relationships.
• Recruit, coach, and mentor team members for performance improvement.

Skills

Communication Skills

Critical Thinking

Sales Management

Client Relationship Management

Education

Post-secondary education in a related field

Tools

Financial Planning Software

Job description

An established industry player is seeking an entrepreneurial-minded Financial Advisor to lead their own insurance agency. This role involves building strong community ties and cultivating long-term client relationships while utilizing exclusive technology and tools. As a key player, you will develop business strategies, manage a team, and ensure compliance with industry standards. The company offers training and development opportunities, a competitive compensation package, and the chance to make a positive impact in the community. If you're driven by success and client satisfaction, this is an exciting opportunity for you.