Financial Services Expert
3 days ago
About People Corporation:
We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions serving over 20,000 clients representing nearly 3 million Canadians.
Our experts and customized solutions help businesses succeed in their local communities.
BPA Division Overview:
BPA is a division of People Corporation dedicated to providing superior benefits experiences for our members, businesses, and trusts since 1958.
We are committed to an inclusive, accessible environment where all employees and clients feel valued, respected, and supported.
Job Opportunity:
We offer a competitive compensation package with extended health care and dental benefits, a retirement savings plan with company contributions, and a suite of Health & Wellness offerings.
Average salary range for this position is $65,000-$85,000 per year, depending on experience and qualifications.
Key Responsibilities:
- Provide 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.
- Develop communications required for plan sponsors and their employees in partnership with marketing support teams.
- Maintain deep administration knowledge, including in-house and carrier best practices.
Requirements:
- Licenses: Hold a life insurance license (LLQP) and an Ontario mutual fund license is considered an asset.
- Experience: Five years of experience in the individual financial services industry.
- Education: Post-secondary degree or diploma in financial planning or a business-related field.
- Skills: Consistency and motivation toward setting and achieving goals, ability to work independently and strong self-discipline, excellent interpersonal and organizational skills.
Preferred Qualifications:
- Language skills: Ability to communicate in both official languages (French and English), both oral and written, is an asset.
- Designations: Successful completion of financial planning and life insurance designations such as CFP, CLU, and CHS designations.
What We Offer:
- Learn by working alongside our experts.
- Assistance for the completion of industry designations.
- Competitive compensation.
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