Business Development Manager Insurance Financial Services
2 weeks ago
Company DescriptionAt Alfonsi Torosantucci Financial Group, we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized insurance solutions, our focus is simple: deliver exceptional advice and create a supportive, seamless experience at every step.Our agency is built on strong relationships — with our clients, our team, and our partners. We’re known for our responsiveness, our commitment to doing what’s right, and the welcoming environment we’ve created for everyone who walks through our doors.As we continue to grow, our mission remains the same: providing trusted guidance, building long‑term relationships, and making a meaningful impact in the lives of the people and businesses we serve.If you’re looking for support with financial planning, insurance, or wealth solutions — or you’re simply looking to work with a team that truly cares — we’d love to connect.Role DescriptionClient Relations Representative (Growth Path to Associate Advisor)We’re looking for a driven, client‑focused professional to join our team in a Client Relations role with a clear development path to Associate Financial Advisor. This is an ideal opportunity if you’re passionate about helping clients and ready to grow into an advisory career.What You’ll DoDeliver an exceptional client experience through proactive service and follow‑upSupport scheduling, ACE Reviews, outbound calls, and client relationship activitiesIdentify opportunities in life, wealth, group, and commercial solutionsBuild your skills through structured coaching, joint fieldwork, and ongoing trainingWhy This Role Is DifferentBuilt‑in career progression → Full development plan toward Associate AdvisorCommission + bonus potential tied to clear performance milestonesHands‑on mentorship, product training, and licensing support (LLQP)If you’re ready to grow, earn more, and build a long‑term career in financial advice, we want to meet you.QualificationsStrong Interpersonal Skills and the ability to build and maintain positive relationships with clientsRelationship‑building skillsComfortable in a fast‑paced, tech‑enabled environmentCustomer service or sales experience is an assetGrowth mindset and interest in financial servicesExpertise in Client Relations and a commitment to achieving high levels of Client SatisfactionProven skills in Client Support and effective, professional CommunicationAttention to detail, organizational abilities, and problem-solving skillsProficiency in CRM tools and basic office softwareCapability to work independently and in a team environmentPrior experience in financial or customer service-related industries is a plusBachelor's degree in Business, Communication, or a related field preferred
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Hamilton, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group , we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized...
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Hamilton, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany DescriptionAt Alfonsi Torosantucci Financial Group, we're proud to serve our Hamilton community with a client‐first approach and a team that leads with heart, expertise, and collaboration. Whether we're helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized insurance...
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Hamilton, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group, we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized...
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Hamilton, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group , we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized...
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Hamilton, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group , we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized...
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Hamilton, ON, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group , we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized...
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Hamilton, ON, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group , we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized...
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Hamilton, ON, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group, we're proud to serve our Hamilton community with a client‐first approach and a team that leads with heart, expertise, and collaboration. Whether we're helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized insurance...
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Hamilton, ON, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group , we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized...
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Hamilton, ON, Canada The Co-operators - Alfonsi-Torosantucci Insurance Ltd Full timeCompany Description At Alfonsi Torosantucci Financial Group , we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized...
