Financial Services Professional

1 week ago

Sarnia, 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. Through the use of our exclusive technology, tools, and processes, you will help Canadians assess, define, and implement solutions to meet their financial security needs.

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. 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.

Requirements

  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved, 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.

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