Independent Financial Representative

3 months ago


Remote, Canada Envest Financial Services Ltd Full time

**Work with Us**

At Envest Our company's vision is to provide a holistic view of personal and professional financial advice for organizations and people long term. This vision includes providing options and key solutions that are otherwise missed by typical professionals. As an established professional organization, it is our mission to continuously develop a team of world class professionals who are able to provide strategic growth and opportunities for the communities in which they serve unlike any other.

This is a one-of-a-kind exclusive position where you will step into a leadership role training New Financial Representatives who are in the licensing phase. You will be provided with a team of trainees and will be responsible for supporting, attending and closing business during training appointments booked on behalf of the trainee.

**Job Title**

Independent Financial Representative - Certified Field Trainer

**What will you do?**
- Train New Financial Representatives in Training complete and close business through training appointments booked
- Connect with clients through the discovery process and help them through life events and potential roadblocks to success
- Work with a client needs first mentality inside a digital platform or through physical meetings
- Develop and deepen client relationships with the use of Envest’s CRM Tools and other Envest electronic forms
- Complete and execute on your annual training goals
- Increase referral base business for New Financial Representatives in Training to help increase business opportunities
- Execute on Envest’s Vision and Mission and uphold all company values

**What do you need to succeed?**

**Must have**
- Leadership attributes
- Business development and prospecting skills
- Goal Orientated and Self Driven
- Has a Strong Sales or Customer Service Orientation
- Hold a Valid Life/A&S License (HLLQP/LLQP)
- 1-2+ years of experience in the Insurance Industry
- Experience with Digital Platforms and Video Conferencing Tools
- Personal Laptop with Webcam and Cell Phone

**What’s in it for you?**
- The resources and support you require to develop into a highly successful professional in the Financial Services Industry
- A comprehensive compensation package, bonuses and profit-sharing opportunities
- Outstanding training programs and opportunities for career development
- Remote Work From Home
- Part time or Full Time Working Hours

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Certified Field Training Team. As an accredited Life Insurance Representative (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new client acquisitions. Alongside your own prospecting and networking activity, you are fully supported by Envest Leadership who work to drive your client sales acquisitions and long-term relationships through effective discovery processes and honest sales practices.

**Inclusion and Equal Opportunity Employment**

At Envest, we embrace diversity and inclusion to create a wholistic company culture. We are committed to building inclusive teams and an equitable workplace for our employees and independent representatives to allow for openness and diversity.

**Job Type**: Freelance

**Salary**: Up to $187,512.48 per year

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Bonus pay
- Commission pay

**Experience**:

- Financial services (required)

Work Location: Remote



  • Remote, Canada TFG Financial Corporation Full time

    **Your Talent, Your Terms | Results, Recognition and Rewards** TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment. TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in...


  • Remote, Canada TaskPluto Full time

    **What is TaskPluto?** TaskPluto is an offshore outsourcing agency committed to delivering exceptional results for our valued clients. Our core mission revolves around empowering businesses through top-tier outsourcing solutions while redefining industry standards. At the heart of our operations lies a strong emphasis on cultivating a collaborative and...


  • Remote, Canada Trina Owens - Desjardins Insurance Agent Full time

    **Insurance Account Representative** - Desjardins Agent Team Member** Location: Owens Insurance and Financial Services Inc. 1885 Clements Rd, Suite 222. Pickering, Ontario L1W 3V4 phone 905-420-8500 Type: Full Time **Position Overview**: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions,...

  • Independent Executive

    3 months ago


    Remote, Canada Conkrite Capital Corporation Full time

    **Job description** We are looking to employ target-oriented and experienced business development managers to manage an assigned territory and ensure that sales targets are achieved. The territory sales manager’s responsibilities include recruiting and dismissing sales representatives as needed, identifying unmet customer needs, and regularly submitting...

  • Sales Representative

    4 months ago


    Remote, Canada Domfoam Inc. Full time

    At **Domfoam**, we have been proudly selling polyurethane foam products for over 60 years. Our dynamic carpet division is currently looking for an external sales representative who will take care of our valued existing customers, explain our products to them, and who will also add other companies to our customer list. Reporting to the Sales Director, you...


  • Remote, Canada Krios Software Development Inc. Full time

    Are you a driven, motivated individual looking for an opportunity to earn uncapped income on your own terms? If so, we have an exciting part-time commission-based sales position for you! Join our team as a Sales Representative and take control of your financial future while enjoying the flexibility of a part-time or second job. As a Sales Representative...


  • Remote, Canada Evenset Inc Full time

    **Who we are**: **What you’ll be doing**: - Fact-checking accounting information - Recording all transactions - Balancing subsidiary accounts to reconcile accounts - Ensuring all financial actions comply with local legal requirements - Preparing financial reports by analyzing, collecting, and condensing account trends and information - Using a system to...

  • Sales Representative

    4 months ago


    Remote, Canada OvertimeMarketing Full time

    **About us** We are agile, supportive, customer-centric, and our goal is to help local organizations market themselves better. Our work environment includes: - Growth opportunities - Work-from-home days - Flexible working hours Job Description: Sales Representative This job is commission pay ONLY. This position is meant for individuals who are confident...


  • Remote, Canada DuBois Chemicals Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. Technical Representative The Technical Representative will work as part of the DuBois Technical Services Group to maintain and where applicable improve Dubois chemical treatment programs to our diverse...


  • Remote, Canada Mega Group Inc. Full time

    Are you ready to be a part of something bigger? As one of Canada’s Best Managed Companies, Mega Group values the talents and abilities of our employees and seeks to foster an open, cooperative, and flexible environment in which employees can thrive. Being a proudly Canadian company means we're always looking for smart, enthusiastic, and passionate team...

  • Financial Controller

    4 months ago


    Remote, Canada One Care Home & Community Support Services Full time

    **Change a life with life changing work!** Join ONE CARE and be part of a collaborative team where we pride ourselves on the quality of our programs, excellence in service delivery, and our reputation as an innovator and leader in the local community. ONE CARE Home & Community Support Services is a community based, charitable, Not-For-Profit health...


  • Remote, Canada Kohl & Frisch Ltd Full time

    **JOB POSTING** **POSITION: Bilingual Customer Service Representative** **STATUS: Full-Time (Remote)** **LOCATION: Kohl & Frisch Limited (Anjou, Quebec**)** **REPORTS TO**:National Contact Centre Manager** **DEPARTMENT: Customer Service** Founded in 1916, Kohl & Frisch Limited has a solid reputation in the healthcare industry that distinguishes it as the...


  • Remote, Canada Blue Collar Mortgages- Trial System Full time

    **Customer Service Representative**: **Responsibilities**: - Respond to customer inquiries in a timely and professional manner - Research customer questions and provide accurate and helpful answers - Process orders and maintain accurate customer records - Resolve customer complaints and escalate issues when necessary - Identify and address customer needs to...


  • Remote, Canada SinlgePoint Group International Full time

    The Financial Customer Service and Collections Representatives at SinglePoint are dedicated professionals who exemplify professionalism, responsibility, and goal-orientedness. Our Financial Customer Service and Collections Representatives handle inbound and outbound customer interactions while maintaining a strong focus on providing exceptional customer...


  • Remote, Canada Acturis Full time

    **About Acturis Canada**: Acturis is a leading Software-as-a-Service provider for general insurance. Founded in 2000, we have grown exponentially over the past 20 years. To date, more than 95,000 individuals, in over 40 countries, use Acturis solutions to power their business, and our platform manages over $17bn worth of transactions every year. By working...


  • Remote, Canada Digital Entourage Full time

    We are a Toronto based digital marketing studio seeking a qualified sales development representative (SDR) to research, find and contact potential advertisers who could benefit from our digital ad campaigns. **This is not a telemarketing job and does not involve any cold calling.** **Responsibilities**: - Research qualified leads based on assigned...


  • Remote, Canada Red House Realty, Brokerage Full time

    **Our boutique style high-end Real Estate Brokerage is looking for dedicated new or experienced Real Estate Sales Representatives and Brokers. Our qualified lead generation system offers you full support and steady income.** **About Us** Red House Realty Inc, Brokerage is an independent, boutique real estate brokerage that operates in Toronto. Our firm...


  • Remote, Canada WeKnowTraining Full time

    **Bilingual Customer Support Representative** - We Know Training is a rapidly expanding technology leader in the online regulated training space, with opportunities for meaningful career growth._ We Know Training is searching for a well-rounded Customer Support Representative who has outstanding customer service, efficiency in troubleshooting,...


  • Remote, Canada Broadview Software Full time

    BroadView Software in Toronto is a 70+ person company that builds software for the broadcast industry. Our clients are interesting and varied. Our footprint is worldwide. In business for over 30 years, we have consistently punched above our weight, competing against international giants to win clients with our responsiveness, ingenuity and client-centred...

  • Financial Planning

    4 months ago


    Remote, Canada Alpha Auto Group Full time

    Alpha Auto Group is a rapidly growing company and one of the leading privately owned automotive dealer groups in North America. The company operates 15 large scale dealerships in both Canada and the U.S., representing a suite of luxury and volume focused OEM brands from Audi, Mercedes-Benz, BMW to Toyota, Honda, Ford and Subaru and looking to double in size...