Associate Financial Advisor

2 weeks ago

Ottawa, Canada Co-operators Full time

OverviewAssociate 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).ResponsibilitiesSupport 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.How You Will SucceedYou 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.To Join Our TeamLife 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.What You Need To KnowYou 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.BenefitsTraining and development opportunities to grow your career.Opportunities to give back to your community.A competitive compensation package and benefits program.DetailsSeniority level: Entry levelEmployment type: Full-timeJob function: Finance and Sales #J-18808-Ljbffr

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