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Financial Services Professional

2 months ago

Richmond Hill, Ontario, Canada IAB & Associates Financial Solutions Inc. Full time
Financial Advisor Role at IAB & Associates Financial Solutions Inc.

We are seeking a highly motivated and entrepreneurial Financial Advisor to join our team at IAB & Associates Financial Solutions Inc. at Sun Life. As a Financial Advisor, you will provide integrated financial planning and advice to your existing network of referrals and work with our established block of business.

Key Responsibilities:
  • Grow your client base by prospecting within your network and in your community
  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns with their changing needs
  • Meet with prospects and clients to review their financial goals
  • Develop and deepen client relationships using Salesforce and other compliant customer tools and electronic forms
  • Provide trusted advice about the right life and health insurance products to protect against risk
  • Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals
  • Build and grow your business through referrals and within our existing block of business
  • Regularly review individual business results and adjust activities as required to meet established business goals
Requirements:
  • Post-secondary degree or equivalent
  • Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed
  • The ability to develop and maintain strong client relationships
  • Life/A&S License (LLQP), or willingness to complete
  • 2+ years sales experience in the Financial Services Industry
  • An existing network of referrals and approved centers of influence
  • Digital literacy using a variety of systems and tools
  • Experience providing an exceptional client experience
  • The ability to communicate professionally in person, over the phone, and through email
  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist), MFDA/IFIC License
Competencies:
  • Self-motivated, highly driven and entrepreneurial
  • Goal-oriented with a strong work ethic
  • Strong character and integrity
  • Continuous learner with a deep interest in client needs
  • Ability to develop and maintain relationships
  • Excellent communication skills
  • Persuasive, able to motivate others to action
  • Business development and prospecting skills
  • Strong sales orientation and a passion for putting clients first
What's in it for you?

We offer a comprehensive compensation package and incentives based on your production that recognizes strong performance. You will have access to outstanding training programs and opportunities for career development. Our main purpose is to work together to deliver trusted advice to help our clients and communities prosper.