Financial Services Representative

3 weeks ago

Schomberg, Ontario, Canada Co-operators Full time

At Co-operators, we're committed to being a catalyst for a sustainable and resilient society. Our team is essential to delivering on this strategy, and we prioritize our people to ensure a strong culture and development opportunities.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience through our knowledgeable and trusted team, committed to delivering financial services solutions to meet our clients' unique needs.

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities. This role may have an opportunity to specialize in one or more product areas, such as life, group, and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs, and make informed product recommendations.

Key Responsibilities:

  • Support the development of the agency operation through the sales and profitable growth of life, group, and wealth management products.
  • Service and support the life, group, and wealth management portfolio of the agency while adhering to compliance rules and regulations.
  • Proactively complete client reviews focusing on life and wealth management products.
  • Prospect and cross-sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.

Requirements:

  • Life License is required.
  • General or other Insurance License(s) may be required depending on the specialty focus for the role.
  • Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
  • A minimum of two (2) years sales experience or related business or marketing experience is preferred.
  • Knowledge of insurance products and strong underwriting skills is an asset.

What We Offer:

  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program.

Language: This role operates in English.

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