Entrepreneurial Financial Services Leader

2 months ago

Kingston, Ontario, Canada Co-operators Full time

About the Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure we provide a strong culture and development opportunities that enable our team to thrive and live our purpose.

As a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who is a high-achieving business builder. You will manage your own insurance agency with the full support of an established company.

Your Key Responsibilities:

  • Prospect new clients to openly discuss risk management and financial goals, and conduct reviews with clients to empower them to make informed decisions.
  • Cultivate strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
  • Develop and execute business, operational, and marketing plans, and support sustainability strategies to help Canadian communities become more resilient.
  • Recruit and select talent, coach and mentor employees, and manage your team's performance to facilitate their development and achieve agency goals.
  • Ensure maintenance of required licenses, compliance with ethical behavior, and conformity with corporate policies, industry standards, and legal regulations.

What You Need to Succeed:

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

Requirements:

  • You have 3-5 years of management experience in the insurance industry or related business experience.
  • You have post-secondary education in a related field.
  • You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
  • You have completed or are working toward one of the following professional designations: CFP, CLU, CHFC, or accredited Financial Planning Designation.

What You Need to Know:

  • 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. A high degree of confidentiality and discretion is required.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

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