Entrepreneurial Financial Services Leader

1 week ago

Ottawa, Ontario, Canada Co-operators Full time

About the Opportunity

As an exclusive Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who will manage your own insurance agency with the full support of an established company. You will build strong, visible ties to the community and cultivate long-term relationships with your clients.

Key Responsibilities

  • Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
  • Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
  • Developing and executing business, operational, and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
  • Recruiting and selecting talent, coaching and mentoring employees, and managing your team's performance to facilitate their development and achieve agency goals.
  • Ensuring maintenance of required licenses, compliance of 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 members of the community in their environment.
  • You are required to have your own vehicle, valid driver's license, and insurance.
  • You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Requirements

  • You have 3-5 years of management experience in the insurance industry or related business experience.
  • You have post-secondary education in a related field.
  • You hold a Life license and a General Insurance license, with a Mutual Funds license as an asset.
  • You have completed or are 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.

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