Insurance and Financial Solutions Expert

2 months ago

Cambridge, Ontario, Canada Cowan Insurance Group Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Professional to join our Wealth Management team at Cowan Insurance Group. As a key member of our team, you will be responsible for deepening and broadening new and existing clients from an assigned block of business, in collaboration with associates in wealth management and other lines of businesses.

Key Responsibilities
  • Client Relationship Development: Develop and build relationships with new and existing clients, as well as internal and external referral sources and centers-of-influence.
  • Financial Solutions: Develop an understanding of each client's needs using a holistic planning approach to identify, recommend, and implement the most suitable financial solutions.
  • Business Growth: Proactively source new business, manage clients, and ultimately grow a solid client base.
  • Regulatory Compliance: Understand and adhere to all regulatory and compliance operating standards.
Requirements
  • Experience: Minimum of 5 years previous hands-on insurance and financial planning experience.
  • License: Life License (LLQP) is required.
  • Education: University Degree or College Diploma.
  • Designations: Professional Designations (ie: CLU, CFP) or working towards.
  • Skills: Strong working knowledge of Excel, PowerPoint, Word, CRM, and financial planning software.
  • Personal Qualities: Self-motivated, people-oriented individual with a passion for helping people with their insurance and financial security needs.
  • Track Record: Track record of building and growing a profitable insurance portfolio.
  • Networking: Love networking in community and industry association events.
  • Analysis Tools: Proficient in use of insurance-needs analysis tools.
  • Business Development: Ability to grow the business in a sales/business development capacity.
  • Skills: Excellent organizational, negotiation, analytical, and interpersonal skills.
  • Communication: Excellent presentation and communication skills.
  • Time Management: Self-starter with ability to multi-task and prioritize competing demands.
  • Attention to Detail: Strong organizational and time management skills with attention to detail.
About Us

Cowan Insurance Group is a Canadian-owned and operated insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we're proud to have been named one of Canada's Best Managed Companies since 2012.

We partner with leading national and international companies to:

  • deliver insurance and risk management solutions to businesses, organizations, and individuals.
  • advise on and create retirement, group benefits, disability management, and international benefits programs for employee groups.
  • deliver individual wealth and insurance solutions to support the needs of individuals, families, and business owners.
What We Offer
  • Competitive Salary
  • Comprehensive Benefits Plan
  • Company-Matched Retirement Savings Plan
  • Company-Paid Training and Development Courses
  • Community Involvement
  • Hybrid Work Environment

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