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Entrepreneurial Financial Services Leader

2 months ago

Ottawa, Ontario, Canada Co-operators Full time

About the Opportunity

As an exclusive Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who will manage your own insurance agency with the full support of an established company. You will build strong, visible ties to the community and cultivate long-term relationships with your clients.

Key Responsibilities

  • Prospecting new clients to openly discuss risk management and financial goals, and conducting reviews with clients to empower them to make informed decisions.
  • Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
  • Developing and executing business, operational, and marketing plans, and supporting sustainability strategies to help Canadian communities become more resilient.
  • Recruiting and selecting talent, coaching and mentoring employees, and managing your team's performance to facilitate their development and achieve agency goals.
  • Ensuring maintenance of required licenses, compliance with ethical behavior, and conformity with corporate policies, industry standards, and legal regulations.

What to Expect

  • You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
  • You are required to have your own vehicle, valid driver's license, and insurance.
  • You may provide support to clients who are experiencing a personal or financial loss, requiring a high degree of confidentiality and discretion.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment.

Requirements

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, and allocate time and resources to effectively manage the sales portfolio.
  • You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
  • You facilitate the adoption of change and create a high-performance culture through alignment of your team's work with organizational goals.
  • You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

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.