Financial Services Representative

2 weeks ago

Leduc, Canada The Co-operator's Harpe Insurance & Financial Services Inc. Full time

**The Financial Services Representative** 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 Financial Services Representative will identify prospects in both personal and business markets, determine needs and as a trusted Financial Services representative, make informed product recommendations.

**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.

As the Financial Services Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.

**What you’re responsible for**:

- Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
- Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
- Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
- Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
- Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

**To be successful**:

- You 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 have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

**Activity Tasks**:

- 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
- 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

**Qualifications And Skills**:
Life License is required

Mutual Funds License is required

Financial designation(s) would be an asset

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 would be required

**Working Conditions**:
**Physical**: Regular office environment with some evening work may be required and some travel outside of the office. Willing to work flexible hours. Regular office hours Monday to Friday 9:00am - 5:00pm.

**PERFORMANCE MEASURES**:
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 Business**:
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 rat

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