Medical Services Financial Development Leader in Medicine Hat, AB
6 days ago
We are a leading Canadian financial services cooperative seeking an experienced and entrepreneurial-minded individual to join our team as an exclusive Financial Advisor.
About the Role:
- You will be responsible for managing your own insurance agency with the full support of our established company.
- You will cultivate strong, visible ties to the community and develop long-term relationships with clients.
- Through the use of our exclusive technology, tools, and processes, you will help Canadians assess, define, and implement solutions to meet their financial security needs.
Your Key Responsibilities:
- Prospecting new clients to discuss risk management and financial goals and conducting reviews to empower informed decisions.
- Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities.
- Developing and executing business, operational, and marketing plans to support sustainability strategies.
- Recruiting and selecting talent, coaching, and mentoring employees, and managing performance to achieve agency goals.
- Maintaining required licenses, ensuring ethical behavior, and conforming to industry standards and legal regulations.
What We Offer:
- A competitive compensation package and benefits program.
- Opportunities for training and development to grow your career.
- Chances to give back to your community.
Salary Information:
The estimated annual salary for this role is between $80,000 to $120,000 depending on experience.
Requirements:
- 3-5 years of management experience in the insurance industry or related business experience.
- Post-secondary education in a related field.
- Life licence and General Insurance licence, with Mutual Funds licence as an asset.
- Completed or working toward one of the following professional designations: CFP, CLU, CHFC, or accredited Financial Planning Designation.
Additional Information:
- You will be away from the office regularly meeting with clients and/or members of the community.
- You are required to have your own vehicle, valid driver's license, and insurance.
- High degree of confidentiality and discretion is required.
- Subject to a Criminal Record and Consumer History background check as a condition of employment.
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