Insurance Agency Manager

6 days ago

St Catharines, Ontario, Canada Co-operators Full time

About the Role:

We are seeking a highly motivated and entrepreneurial-minded leader to join our team as a Financial Advisor. As an exclusive Financial Advisor of Co-operators, you will have the opportunity to build your own insurance agency with the full support of a established company.

Key Responsibilities:

  • Prospecting new clients to discuss risk management and financial goals, and conducting reviews to empower clients to make 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 and help Canadian communities become more resilient.
  • Recruiting and selecting talent, coaching and mentoring employees, and managing team performance to facilitate development and achieve agency goals.
  • Maintaining required licenses, ensuring ethical behavior, and conforming to corporate policies, industry standards, and legal regulations.

What to Expect:

  • You will be away from the office on a regular basis meeting with clients and/or community members in their environment.
  • You are required to have your own vehicle, valid driver's license, and insurance.
  • You may provide support to clients experiencing personal or financial loss, requiring a high degree of confidentiality and discretion.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment.

Requirements:

  • 3-5 years of management experience in the insurance industry or related business experience.
  • Post-secondary education in a related field.
  • Life license and General Insurance license, with Mutual Funds license as an asset.
  • Completed or working toward one of the following professional designations: CFP, CLU, CHFC, or accredited Financial Planning Designation.

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.

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