Financial Services Professional

4 days ago

Mississauga, Ontario, Canada People Corporation Full time

Job Title: Financial Services Professional

We are seeking a Financial Services Professional to join our team at People Corporation. As a Financial Services Professional, you will work closely with our clients to provide guidance on various insurance offerings, including life, living benefits, travel insurance, and registered products.

The Key Responsibilities:

  • Provide sales advice to clients on all insurance products, including life insurance, living benefits, travel insurance, and registered products.
  • Manage and retain an assigned block of business in relation to individual insurance plans, including ongoing needs assessment, renewals, reporting, client questions/concerns and service deliveries.
  • Conduct in-person and remote meetings with new and existing clients.
  • Develop communications required for plan sponsors and their employees in partnership with marketing support teams.
  • Participate in industry conferences, seminars, etc., to promote services and keep up to date with industry trends and activities.

Requirements:

  • The incumbent must hold a life insurance license (LLQP) and an Ontario mutual fund license is considered an asset.
  • Five years of experience in the individual financial services industry.
  • Post-secondary degree or diploma in financial planning or a business-related field.
  • Consistency and motivation toward setting and achieving goals.
  • Ability to work independently and strong self-discipline to complete necessary activities in a timely manner and manage competing priorities.

What We Offer:

  • Learn by working alongside our experts
  • Extended health care and dental benefits
  • A retirement savings plan with company contributions
  • A suite of Health & Wellness offerings
  • Mental Health programs and support for you and your family
  • Assistance for the completion of industry designations
  • Competitive compensation

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