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Virtual Life Advisor
2 months ago
We are seeking a highly skilled and experienced Virtual Life Advisor to join our Insurance team at Aviso Wealth. As a Virtual Life Advisor, you will be responsible for providing expert advice and guidance to clients on life insurance products and services.
Key Responsibilities- Conduct client consultations to identify insurance needs and provide personalized recommendations
- Work with partners to identify potential clients and develop strategies for engagement
- Manage client relationships and provide ongoing support and guidance
- Stay up-to-date with industry developments and regulatory requirements
- Meet sales and service goals and objectives
- Minimum Bachelor's degree in Finance or Economics
- Life Insurance and Accident & Sickness Insurance licenses
- 3-5 years of experience in the financial services industry selling life insurance, living benefits and other insurance products
- Meet and exceeded sales and service goals
- Certified Financial Planner License is an asset
- Technology comfortable
- Strong customer service focus and positive attitude
- Ability to communicate in a virtual environment by telephone and video
- Exceptional interpersonal and relationship skills to build trust with clients and colleagues
- Excellent written communication skills
- Able to operate independently
- Strong organizational, multitasking and time management skills
- Proficient with planning tools, calculators and advanced experience with the MS Office Suite, including Outlook, Excel and Word
- Ability to work with highly confidential and sensitive information with integrity
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
