Associate Insurance Advisor

2 weeks ago

Mississauga, Canada Kara Ngo Investments & Insurance Inc., The Co-operators Full time

At Kara Ngo Investments & Insurance Inc we value training and development opportunities to grow your career with one of Canada’s Best Employers. We are very community-based and support alot of local community events so we can give back. We promote a safe and friendly work environment, where all our team members work closely together to help eachother whenever needed. We also offer a very competitive compensation package and benefits program. We are looking to expand and looking for the right individual(s) who will be an asset to our team.

As the Financial Services Specialist 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**:
 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 and commercial inspections as required.

 Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.

 Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

**What to expect**:
 You will travel occasionally.

 You are required to have a valid driver’s license and insurance.

 Strict confidentiality with respect to client’s medical history, financial status and other personal information.

 Extended work hours, including weekends, may be required during peak periods.

 This role involves direct contact with clients and/or service providers in their environment.

**To join our team**:
 Life License is required (will provide support to obtain it if you do not already have it).

 General or other Insurance License(s) may be required depending on the specialty focus for the role.

 A minimum of two (1) year sales experience or related business or marketing experience is preferred.

 Knowledge of insurance products and strong underwriting skills is an asset.

**What we offer**:
 Training and development opportunities to grow your career with one of Canada’s Best Employers.

 Opportunities to give back to your community.

 A competitive compensation package and benefits program.

**Salary**: $45,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- On-site parking
- Paid time off
- Vision care
- Wellness program
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Mississauga, ON L5B 3C2: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Sales: 1 year (preferred)

**Language**:

- a second language? (preferred)

Licence/Certification:

- LLQP License (preferred)
- OTL License (preferred)

Work Location: In person

Application deadline: 2023-04-16

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