Insurance Agency Manager
2 months ago
Company Overview
Co-operators is a leading insurance company that operates in the Canadian market. We are committed to providing our customers with innovative solutions to meet their financial security needs.
The Opportunity
We are seeking a highly motivated and entrepreneurial-minded individual 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 our established company.
Key Responsibilities
- Prospect new clients to discuss risk management and financial goals, and conduct 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 support sustainability strategies and help Canadian communities become more resilient.
- Recruit and select talent, coach and mentor employees, and manage team performance to facilitate development and achieve agency goals.
- Ensure maintenance of required licenses, compliance with ethical behavior, and conformity with 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
- You must remain focused and optimistic in pursuing goals, despite barriers, and allocate time and resources to effectively manage the sales portfolio.
- You must successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
- You must have strong communication skills to influence or persuade others to adopt a specific course of action and effectively facilitate mutually beneficial solutions.
- You must facilitate the adoption of change and create a high-performance culture through alignment of your team's work with organizational goals.
- You must use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
Qualifications
- You must have 3-5 years of management experience in the insurance industry or related business experience.
- You must have post-secondary education in a related field.
- You must hold a Life license and a General Insurance license, with a Mutual Funds license as an asset.
- You must have completed or be 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.
Expected Salary Range: $80,000 - $90,000 + commission
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