Associate Financial Advisor

3 weeks ago

Etobicoke, Canada The Cooperators-Patzan Insurance Agency Full time

Summary:
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

Roles and responsibilities:

- 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
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility
- Support programs to build multi-client relationships.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
- Support the agency team in their daily activities

Working Conditions:
**Physical**: Regular office environment with some evening work required and some travel outside of the office. Willing to work flexible hours.

Qualifications And Skills:

- 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
- Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
- Valid drivers license may be required

**PERFORMANCE MEASURES**: **Performance of Core Functions**:

- Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
- Strong contribution to achievement of the agency goals
- Contribution to achievement of multi-line client targets
- Strong commitment to ongoing personal and professional development
- Level of customer satisfaction as measured through client feedback
- Demonstration of client needs analysis through commitment to use of financial security planning tools
- Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines

**Impact on the Organization**:

- Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
- Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
- Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
- Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

**Impact on the Client**:

- Focus on relationship building with clients and effectively communicates with clients to deliver on the service promise
- Timely delivery of services and responses to client inquiries - once and done approach

**Impact on Team/Staff Development**:

- Effectiveness of working relationships with peers, agent and district management team
- Demonstrated leadership ability in building a strong team environment
- Contribution to the motivation and engagement of the agency team
- Works cooperatively with others to accomplish objectives.
- Achievement of targets set both team and individual
- Ability and initiative to take on new and challenging assignments

**Salary**: $40,000.00-$50,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

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