Financial Security Advisor, Life Insurance

1 day ago

Trenton Ontario KK, Hastings region, Canada Canadian Forces Morale and Welfare Services - CFMWS Full time
WHO WE ARE

CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.

SISIP FINANCIAL

A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.

THE ROLE

The Financial Security Advisor, Life Insurance (FSA, LI) provides trusted advice to active and former CAF members and/or their families. As a trusted advisor to the CAF community, you will provide expert counsel covering insurance and education for the financial wellness of members. The FSA, LI analyzes members’ needs, sets goals and develops a financial security strategy in collaboration with the member and their families. They help members to achieve their financial goals by recommending insurance strategies in line with their lifestyle needs and risk tolerances.

The Financial Security Advisor, Life Insurance builds strong ties with the CAF community and generates awareness of SISIP Financial, its mission, services, policies, and procedures. As a business developer and long-term relationship builder, you will seek methods to grow your book of business while providing proactive and professional support to help members build a financially secure future by making informed and prudent choices about their current and future financial security needs.

QUALIFICATIONS

Education, Certifications and Licenses

College diploma in Business Administration, Commerce, Economics, or a related field

Life License Qualification Program (LLQP) and life insurance license (Ontario)

Canadian Securities Course (CSC) or Chartered Investment Manager (CIM), an asset

Chartered Life Underwriter (CLU), an asset

Experience

In the provision of life and disability insurance services

In organizing and delivering presentations

Competencies

Client focus, organizational knowledge, communication, innovation, teamwork and leadership.

RESPONSIBILITIES

Complete Insurance Needs Analysis and recommendation to enroll members in an insurance solution aligned with their needs.

Develop a personal business plan and deepen understanding of client goals, needs and overall financial situation through comprehensive client discovery, including data gathering and analysis, identification of options, development of recommendations, creation/implementation of financial action plan, and ongoing evaluation and updating of the Plan.

Execute an ongoing business/client acquisition strategy and retention activities to ensure consistent growth in a personal book of business.

Travel to Base/Wing/Unit (B/W/U) to conduct presentations, deepen partner relationships and develop and retain client relationships with CAF members and families.

Leverage Customer Relations Management (CRM) software in the day-to-day management of client relationships and business development activities.

Leverage Know Your Customer (KYC) & Know Your Product (KYP), industry best practices and financial planning tools to conduct analysis, educate and present solutions.

Perform client education by providing information concerning insurance plans, benefits and other policy features.

OTHER INFORMATION

Language Requirement:

English Essential / Bilingual (English and French) an asset

Reading: Advanced

Writing: Functional

Oral: Advanced

Start Date: January 6, 2024

This is an on-site position with an assigned work location. The employee must be able to work 8:00 AM to 4:00 PM Monday-Friday.


The selection process will be done virtually.


Relocation benefits will not be provided.


Salary plus Employee Incentive Plan.

BENEFITS AVAILABLE

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance, disability insurance and accidental death and dismemberment coverage.

Work Life Balance: A wide range of paid/unpaid leave, including paid vacation, family related leave and personal days.

Retirement Planning: A Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks: Discounts through CF One Member Appreciation.

INCLUSION AND ACCOMMODATION

CFMWS is committed to providing an inclusive, equitable and accessible environment, where all employees feel valued, respected and supported. We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of Canadian society. Workplace accommodation measures are available to all candidates identifying a need during the selection process.

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