Individual Pension Advisor

6 months ago

Prince Albert, Canada First Nations Insurance Services Limited Partnership Full time

**About Us**

First Nations Insurance Services Limited Partnership was founded in 1987, and has been committed to delivering exceptional products and customer service to our clients for the past 35+ years. Our 100% First Nations owned company is the largest Saskatchewan based Indigenous Group Benefits and Pension Broker. We are a trusted partner to over 5,500 clients and we offer a full suite of Group Insurance, Group Pension, and Individual products, available to all businesses in all industries.

**Career Opportunity**

First Nations Insurance (FNIS) is growing and seeking an Individual Pension Advisor to join us in our Saskatoon office. We are looking for a career driven individual who is focused on growing their insurance and pension industry knowledge and experience.

At FNIS, we believe that building a great business means taking care of clients, communities, and each other with equal commitment.

As an **Individual Pension Advisor, **you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and support of Saskatchewan residents.

**Why you’ll like working with us**:

- Open, flexible, and welcoming workplace
- Plenty of opportunities to grow and learn
- We are continuously improving and value your feedback
- You will be respected and supported for who you are the value you bring to the table
- Employee benefits and pension plan, including extended health, dental, vision, life and disability coverage
- Personal and professional development opportunities

**Why we’ll like you**:

- You’re focused and have a track record of satisfied clients
- Building authentic relationships comes naturally to you
- You’re an exceptional communicator
- You have experience in the finance and/or insurance industry and enjoy helping people reach their goals
- You’re organized, you can prioritize, and you take customer privacy seriously

**Your role as an Individual Pension Advisor with FNIS will include**:

- Acquiring new business
- Work with the plan members to service their individual pension needs
- Work with the individual client(s) to establish or transfer policies as required
- Work with the individual pension members to establish or transfer account assets
- Provide professional services and documentation of analysis, and advice, ensuring that regulatory, legislative, financial and members requirements are being met
- Expected to assist plan members and plan administrators with completion of forms for AIR's
- Scheduling, organizing, and attending meetings with existing and prospective clients. This may include preparing presentation and background materials
- Product line(s) education and training as required
- Preparation of confidential correspondence, reports, briefing materials and proposals
- Reviewing, prioritizing, redirecting, and following up on correspondence inquires to ensure in accordance with FNIS service standards
- Participate in the creation, modification or maintenance of FNIS templates, documents and/or filing system(s) applicable to the product line(s)
- Maintain and update procedure and process notes applicable to the product line(s)
- Train and supervise Administrative Support
- Other duties as assigned

**Role Requirements**:

- Ability to work independently and as a team member
- Ability to prioritize and multi-task
- Knowledge of computers and software products
- Organized, trustworthy, respectful, diplomatic, and approachable
- Demonstrate cultural competencies by displaying a set of values behaviours, attitudes, and practices individually, and within an organization, which enables them to work effectively cross culturally

**Educational Requirements**
- Life License within the Province of Saskatchewan is a requirement
- Business or Administration Diploma, or three years’ experience working in an office environment would be an asset
- Mutual fund license would be an asset
- Experience with group insurance, pension/savings plans, and/or individual insurance products would be an asset

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Prince Albert, SK S6V 8B7: reliably commute or plan to relocate before starting work (required)

Application question(s):

- This is a Full-Time in-office role based out of our Prince Albert office. Please confirm you are willing to work in office full-time.

Work Location: In person

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