Life Insurance Advisor

2 weeks ago

Kanata, Canada Concierge Wealth Management Inc. Full time

As a Life Insurance Advisor at Concierge Wealth Management Inc., you will play a vital role in helping clients secure their financial futures by providing expert guidance on life insurance products. You will assess client needs, offer tailored insurance solutions, and foster long-term relationships based on trust and integrity. Your commitment to client service and financial education will directly contribute to our mission of delivering exceptional wealth management services.

**Key Responsibilities**:

- **Client Consultation**: Meet with clients, as part of a multi advisor team, to understand their financial goals, risk tolerance, and insurance needs through thorough assessments and discussions.
- **Product Knowledge**: Stay informed about various life insurance products, including term life, whole life, universal life, and others, to provide knowledgeable recommendations.
- **Sales Strategy**: Using Concierge Wealth Management'seffective sales strategies to identify and pursue new client opportunities, while also cultivating existing client relationships.
- **Personalized Solutions**: Help create customized life insurance plans based on client assessments, ensuring alignment with their financial objectives and needs.
- **Ongoing Support**: Provide continuous support to clients post-sale, including policy reviews, adjustments, and assistance with claims when necessary.
- **Education and Training**: Conduct educational sessions or workshops to inform clients about the importance of life insurance and how it fits into their overall financial strategy.
- **Compliance**: Adhere to industry regulations and company policies, ensuring all practices operate within ethical standards and legal requirements.
- **Team Collaboration**: Work closely with other financial advisors and team members to provide comprehensive financial services and enhance the client experience.

**Qualifications**:

- **Education**: Bachelor’s degree in finance, business administration, or a related field is preferred but not essential, attitude is more important than accreditation.
- **Licensing**: Valid life insurance license is required; additional certifications (such as CLU or ChFC) are a plus. If you do not hold this accreditation a commitment to the study and exam would be required.
- **Experience**: Previous experience in life insurance, or sales or financial advisory roles is preferred, with a proven track record of achieving sales targets.
- **Communication Skills**: Excellent verbal and written communication skills to effectively convey complex insurance concepts to clients.
- **Interpersonal Skills**: Strong relationship-building skills with an ability to establish trust and rapport with clients from diverse backgrounds.
- **Analytical Skills**: Ability to ask effective questions, listen and assess client needs, evaluate financial situations, and recommend appropriate solutions.
- **Self-Motivated**: Strong organizational skills and a self-driven attitude to manage client accounts and grow a personal book of business.

**What We Offer**:

- Tailor made income package with performance-based incentives.
- Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.
- A supportive and collaborative work environment focused on client success.
- Industry leading training and resources to enhance professional skills and product knowledge.
- Eventual ownership of the business

Pay: From $80,000.00 per year

Additional pay:

- Commission pay

**Benefits**:

- Dental care
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Wellness program

Flexible language requirement:

- English not required

Schedule:

- Monday to Friday

Work Location: In person

Expected start date: 2025-01-13

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