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Insurance Agency Manager

2 months ago

St Catharines, Ontario, Canada Co-operators Full time
{"Job Summary

As a Financial Advisor with Co-operators, you will be responsible for managing your own insurance agency and building strong relationships with clients. You will use our exclusive technology and tools to help Canadians assess and implement solutions to meet their financial security needs.

Key Responsibilities

* Prospecting new clients to discuss risk management and financial goals
* Cultivating community relationships to enhance agency visibility and maximize new business opportunities
* Developing and executing business plans to contribute to sales and growth goals
* Recruiting and selecting talent, coaching and mentoring employees
* Ensuring maintenance of required licenses and compliance with industry standards

What to Expect

* Regular travel to meet with clients and community members
* Requirement to have a valid driver's license and insurance
* Potential to provide support to clients experiencing personal or financial loss
* Subject to a Criminal Record and Consumer History background check

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 a professional designation such as CFP, CLU, CHFC or accredited Financial Planning Designation

What We Offer

* Training and development opportunities to grow your career
* Opportunities to give back to your community
* Competitive compensation package and benefits program

About Co-operators

Co-operators is one of Canada's Best Employers, offering a supportive and collaborative work environment. We are committed to helping Canadians achieve their financial security goals.