Associate Financial Advisor

4 weeks ago

Mississauga, Canada Arous Insurance Agency Inc. (The Co-operators) Full time

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
- 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

LLQP License Required

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

**Salary**: $70,000.00-$100,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Vision care
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Mississauga, ON L5G1G7: reliably commute or plan to relocate before starting work (preferred)

**Experience**:

- Financial services: 1 year (preferred)

Work Location: Hybrid remote in Mississauga, ON L5G1G7

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