Life & Financial Advisor

**Life & Financial Advisor**:
hybrid
38 East Main Street, Welland, Ontario, Canada, L3B 3W3
full-time. November 20, 2024

Description

Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business. At Billyard Insurance Group, our mission is clear: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.

The Life & Financial Advisor is an entrepreneurial, licensed insurance professional specializing in life insurance and personal financial products. This sales-focused role involves identifying and engaging individual, family, and corporate clients to assess their insurance needs and establish appropriate policies. The advisor will proactively seek new business opportunities while also supporting clients through policy renewals, changes, and ongoing service. This position aligns with our organizational values of integrity, innovation, and client care, fostering a dynamic approach to client relationships and business growth.

**What does the **Life & Financial Advisor** **do?**
- Conduct thorough assessments of clients’ insurance needs to recommend suitable life insurance and financial products, ensuring clients are well-informed and protected.
- Build and maintain strong relationships with individual, family, and corporate clients, fostering long-term loyalty and retention.
- Manage policy renewals efficiently, ensuring clients are contacted well in advance and receive all necessary information to make informed decisions.
- Provide exceptional ongoing support to clients, addressing queries and policy changes in a timely manner to reinforce our commitment to client care.
- Develop and implement effective sales strategies to attract new clients while promoting existing services, contributing to the organization’s growth.
- Work collaboratively with team members and other departments to ensure a unified approach to client service and policy management.
- Ensure compliance with provincial regulations and organizational policies in all client interactions and transactions, upholding our commitment to integrity.
- Educate clients about financial planning and insurance products, empowering them to make informed decisions that support their financial well-being.
- Engage in networking opportunities to expand professional connections and generate leads, embodying our value of relentless effort.
- Participate in ongoing training and professional development to enhance knowledge and skills related to life and financial products.
- Gather and analyze client feedback to identify areas for improvement in service delivery, ensuring we are always striving to be better.
- Maintain accurate records of client interactions, policy details, and transactions to ensure transparency and accountability in all processes.
- Stay informed about industry trends and competitors to identify new opportunities and refine sales techniques, supporting our value of innovation.
- Monitor personal performance metrics, setting and achieving sales goals that align with the organization’s growth objectives.

**Does this sound like you?**
- Excellent verbal and written communication skills to convey complex information clearly and effectively.
- Strong focus on client needs and satisfaction, ensuring a positive experience at all stages of service.
- Ability to address client concerns and resolve issues promptly and effectively.
- Work well in a team environment, fostering collaboration to achieve shared goals.
- Flexibility in adapting to changing market conditions and client needs.
- Strong negotiation abilities to achieve favorable outcomes for both clients and the organization.
- Ability to understand and relate to clients’ situations, building trust and rapport.
- Proficiency in building professional relationships that can lead to new business opportunities.
- Demonstrating honesty and accountability in all interactions, reflecting the organization’s core values.
- Comprehensive understanding of life insurance and related products and personal financial planning.
- Familiarity with provincial insurance regulations and compliance requirements.
- Effective sales methodologies to successfully attract and retain clients.
- Ability to analyze market trends and client data to inform strategic decisions.
- Skilled in using CRM systems and other software to manage client information and transactions.
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