Associate Financial Advisor

Associate Financial Advisor –
Co-operators
. This regular full-time, office-based role requires English (French is an asset). This role is currently vacant.

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities, with potential to specialize in life, group and wealth; opportunities may also include personal lines (home/auto) and specialty lines (farm and/or commercial).

• 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.
• Complete home, commercial and farm inspections as required.
• 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 escalate issues appropriately.

• 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.

• Life License is required.
• General or other Insurance License(s) may be required depending on the specialty focus for the role.
• 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.

• 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.
• Extended work hours, including weekends, may be required during peak periods.
• 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.

• Training and development opportunities to grow your career.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales