Insurance Business Leader
18 hours ago
Company Overview
\We are a leading Canadian financial services co-operative committed to driving positive change in society. Our team is essential to delivering on this mission, and we prioritize our people to ensure a strong culture and development opportunities that enable them to thrive.
\Job Description
\As an exclusive Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader responsible for managing your own insurance agency with full support from our established company. You will build strong ties to the community, cultivate long-term relationships with clients, and help Canadians assess and implement solutions to meet their financial security needs.
\Required Skills and Qualifications
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- You have 3-5 years of management experience in the insurance industry or related business experience.\
- 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.\
- You possess strong communication skills to influence and persuade others, and can effectively facilitate mutually beneficial solutions.\
- You use critical thinking to guide decision-making and apply a strategic mindset to adjust business plans based on shifting priorities.\
- You are able to recruit and select talent, coach and mentor employees, and manage your team's performance to facilitate their development and achieve agency goals.\
- You maintain required licences, adhere to ethical behavior, and conform to corporate policies, industry standards, and legal regulations.\
- You remain focused and optimistic in pursuit of goals, allocate time and resources effectively, and successfully build plans focused on expanding market penetration.\
- You have a client-centric approach, apply innovative mindsets to improve operational efficiencies, and facilitate the adoption of change to create a high-performance culture.\
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- Critical Thinking and Problem-Solving: You utilize sound judgment and analytical skills to navigate complex situations, make informed decisions, and drive results-oriented actions.\
- Sales and Marketing: You identify and capitalize on new business opportunities, develop effective sales strategies, and maintain a robust pipeline to consistently meet or exceed sales targets.\
- Talent Management and Development: You foster a culture of growth and development within your team, provide coaching and mentoring, and empower employees to excel in their roles.\
- Operational Efficiency and Process Improvement: You continuously evaluate and optimize processes to enhance productivity, reduce costs, and increase efficiency, resulting in improved overall performance.\
- Client Relationship Management: You prioritize building and maintaining strong, lasting relationships with clients, understanding their needs, and providing tailored solutions to meet their financial security objectives.\
- Compliance and Risk Management: You ensure adherence to regulatory requirements, maintain accurate records, and mitigate risks to protect both the organization and its clients.\
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Benefits
\We offer a competitive compensation package, comprehensive benefits program, training and development opportunities, and chances to give back to your community.
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