Entrepreneurial Insurance Sales Leader in Richmond Hill

4 days ago


Richmond Hill, Ontario, Canada Co-operators Full time

About the Role:

As a Financial Advisor with Co-operators, you will be responsible for managing your own insurance agency while benefiting from the support of an established company.

This is an opportunity to build strong ties to the community and cultivate long-term relationships with clients through our exclusive technology, tools, and processes.

Key Responsibilities:

  • Prospecting new clients to discuss risk management and financial goals
  • Cultivating community relationships to enhance agency visibility
  • Developing business, operational, and marketing plans
  • Managing team performance to achieve agency goals
  • Maintaining required licenses and industry standards

Requirements:

  • 3-5 years of management experience in the insurance industry or related field
  • Post-secondary education in a related field
  • Licenses: Life, General Insurance, Mutual Funds
  • Professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation
  • Bilingual in Mandarin and Cantonese

About You:

  • Able to work independently with minimal supervision
  • Excellent communication and interpersonal skills
  • Ability to meet sales targets and grow client base

What We Offer:

  • Training and development opportunities
  • Competitive compensation package and benefits program
  • Opportunities to give back to the community

Salary Range:

$80,000 - $120,000 per year, depending on experience


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