Financial Services Professional
2 weeks ago
Company Overview:
Co-operators is a leading insurance company that offers a range of financial services to individuals and businesses.
Job Summary:
We are seeking a highly motivated and experienced Financial Services Professional to join our team as an Insurance Agency Manager. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and developing and executing business plans to drive sales growth.
Key Responsibilities:
- Prospect and acquire new clients to discuss risk management and financial goals, and conduct regular reviews to empower clients to make informed decisions.
- Cultivate strong community relationships to enhance agency visibility and maximize new business opportunities.
- Develop and execute business, operational, and marketing plans to drive sales growth and contribute to the company's overall success.
- Recruit, select, and manage a team of employees to facilitate their development and achieve agency goals.
- Ensure compliance with industry standards, legal regulations, and company policies.
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.
What We Offer:
- Training and development opportunities to grow your career with a leading insurance company.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
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