Advisor Service Representative

1 day ago


Winnipeg, Canada Financial Horizons Group Full time

Are you a team player that enjoys the satisfaction of supporting others? Do you get excited about identifying high preforming individuals? Are you a strong communicator and brand ambassador that was born to train others? Are you looking for a career and not just another job?

If you nodded ‘yes’ to those questions, you may just be the next **Advisor Service Representative **to join the FHG family Keep reading to see if this role is the right fit for you.

**What will you be doing in this role?**:

- Provide support over the phone or in person to new and existing advisors
- Provide support and technical training on various sales platforms and back office systems
- Identify advisors with growth potential and refer them to the Sales Managers
- Provide advisor advocacy activities including basic inquiries to carrier partners
- Ensure successful/efficient onboarding of new advisors including orientation to FHG processes, procedures, key contacts etc.
- Support educational events as required
- Facilitate training of their respective advisors so they are able to run/produce their own illustrations and/or quotes
- Share accountability for the management of advisor debt
- Coordinate with branch staff to log and issue CE Credits for advisors, and follow-up with carrier as required with back up/support from Event Marketing

**What qualifications are required?**:

- Hold or is working toward a financial services designation, such as CFP, CLU or CHS is an asset
- LLQP and Mutual Funds license is an asset
- College Diploma, University degree, or equivalent experience
- Bilingual in English and French is an asset

**What competencies are required?**:

- Customer service
- Judgement
- Time management
- Proactive and resourceful
- Communication skills - verbal and written
- Interpersonal skills
- Adaptability

**What should your experience look like?**:

- 2 years customer service or inside sales experience
- Insurance and investments sales and basic product knowledge/experience
- Knowledgeable in carrier products and sales technology including back office technologies - able to deliver advisor training
- Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook

**Benefits & Perks - As a member of the FHG family you can expect**:
A professional yet engaging, supportive and family like environment - our company started with 4 employees An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:

- 3 weeks of paid vacation
- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Market leading Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

**Who are we? **:



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