Entrepreneurial Financial Advisor — Build Community Agency

Co-operators; England; Hybrid; GBP 63,000 - 107,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking a Financial Advisor to manage your own insurance agency. You'll develop strong community ties while helping clients with their financial security needs, leveraging exclusive tools and support from an established company. Candidates should have management experience in the insurance sector, relevant licenses, and be community-focused. This hybrid role offers training opportunities and a competitive compensation package.

Benefits

Training and development opportunities

Community engagement opportunities

Competitive compensation package

Qualifications

• 3-5 years of management experience in the insurance industry or related business experience.
• Hold a Life licence and a General Insurance licence.
• Completed or working toward CFP, CLU, CHFC or accredited Financial Planning Designation.

Responsibilities

• Prospect new clients discussing risk management and financial goals.
• Cultivate community relationships for business opportunities.
• Develop and execute business and marketing plans.
• Recruit, coach, and manage team performance.
• Ensure compliance with ethical behaviour and corporate policies.

Skills

Communication skills

Client relationship management

Critical thinking

Team management

Innovation

Education

Post-secondary education in a related field

Job description

A leading Canadian financial services co-operative is seeking a Financial Advisor to manage your own insurance agency. You'll develop strong community ties while helping clients with their financial security needs, leveraging exclusive tools and support from an established company. Candidates should have management experience in the insurance sector, relevant licenses, and be community-focused. This hybrid role offers training opportunities and a competitive compensation package.