Financial Services Representative

4 weeks ago

Peterborough, Ontario, Canada Co-operators Full time

Role Overview:

The Co-operators is seeking a skilled Financial Services Representative to join our team. As a key member of our Distribution team, you will play a vital role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities.

Key Responsibilities:

  • Support the development of the agency operation through the sales and profitable growth of life, group, and wealth management products.
  • Service and support the life, group, and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
  • Proactively complete client reviews focusing on life and wealth management products.
  • Prospect and cross-sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Complete home, commercial, and farm inspections as required.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately.

Requirements:

  • Life License is required.
  • General or other Insurance License(s) may be required depending on the specialty focus for the role.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • A minimum of two (2) years sales experience or related business or marketing experience is preferred.
  • Knowledge of insurance products and strong underwriting skills is an asset.

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.

Language: This role operates in English.

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