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Financial Services Expert

2 weeks ago

Mississauga, Ontario, Canada People Corporation Full time

We are seeking a skilled Financial Services Expert to join our team in Ottawa. As a key member of our Coughlin & Associates Ltd. organization, the successful candidate will provide guidance to customers regarding various insurance offerings such as life, living benefits, travel insurance, and registered products like RESP, RRSP, and TFSA.

The ideal candidate will:
  • Offer sales advice to clients on all insurance products, including life insurance, living benefits, travel insurance, and registered products (RESP, RRSP, and TFSA).
  • Manage and retain an assigned block of business in relation to individual insurance plans, including ongoing needs assessment, renewals, reporting, client questions/concerns, and service deliveries.
  • Conduct in-person and remote meetings with new and existing clients to discuss their financial goals and objectives.
  • Develop communications required for plan sponsors and their employees in partnership with marketing support teams.
To be successful as a Financial Services Expert with People Corporation, you will need:
  • A strong understanding of the individual financial services industry and its complexities.
  • Five years of experience in the field, preferably with a focus on insurance solutions.
  • A post-secondary degree or diploma in a related field, such as financial planning or business.
  • Excellent communication and interpersonal skills, with the ability to work independently and manage competing priorities.