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Financial Services Professional

2 months ago

Toronto, Ontario, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time
About the Role

As a Financial Advisor with Desjardins Financial Security Independent Network - Rexdale #278, you will play a key role in helping individuals and families achieve their financial goals. You will provide expert advice on insurance and investment products, and work closely with clients to understand their unique needs and circumstances.

Key Responsibilities
  • Client Acquisition and Retention: Source and build a loyal client base, and develop strategies to retain existing clients.
  • Product Knowledge and Advice: Provide in-depth knowledge and advice on insurance and investment products, and help clients make informed decisions.
  • Business Development: Market yourself and your business to attract new clients, and develop relationships with key stakeholders in the community.
  • Client Relationships: Build and maintain strong relationships with clients, and provide exceptional customer service.
Requirements
  • Life License/HLLQP: Must have a valid Life License and HLLQP certification.
  • Business Acumen: Ability to work independently and as part of a team, and have a strong desire to build a successful business.
  • Industry Experience: Previous experience in life insurance sales and business development is an asset.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
What We Offer
  • Competitive Compensation: Generous commission and override structure, with opportunities for growth and advancement.
  • Training and Support: Ongoing training and education in insurance and investment products, as well as administrative support.
  • Recognition and Rewards: Recognition and rewards for outstanding performance, and opportunities for professional development.