Remote Insurance & Financial Solutions Advisor

Serenia Life Financial; Kelowna; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Financial Representative to manage customer relationships and provide solutions for financial security. If you have sales experience and excellent communication skills, you’ll thrive in this role with a strong commission-based income potential and the flexibility of remote work. The ideal candidate will be a motivated self-starter focused on helping clients achieve their financial goals.

Benefits

Competitive commission compensation

Ongoing training and development

Yearly sales conventions

Flexible schedule

Qualifications

• Sales experience preferred, preferably in outside sales, retail, or telemarketing.
• Successful track record of meeting sales goals or quotas.
• Ability to create and maintain customer relationships.

Responsibilities

• Coordinate and compile new business quotes and renewals.
• Outbound prospecting and scheduling appointments.
• Provide high-level customer service.
• Apply ethical and professional practices.
• Manage digital wealth including insurance, investments, and mortgages.

Skills

Sales experience

Excellent interpersonal skills

Excellent communication skills

Proactive in problem-solving

Ability to multi-task

Presentation skills

Education

LLQP or willingness to obtain

Job description

A leading financial services company is seeking a Financial Representative to manage customer relationships and provide solutions for financial security. If you have sales experience and excellent communication skills, you’ll thrive in this role with a strong commission-based income potential and the flexibility of remote work. The ideal candidate will be a motivated self-starter focused on helping clients achieve their financial goals.