Financial Advisor

2 weeks ago

North York ON MN A, Canada Co-operators Full time $40,000 - $80,000 per year

Job Overview

We are seeking a motivated and knowledgeable Insurance Advisor to join our team. In this role, you will be responsible for providing exceptional customer service while helping clients understand their insurance needs and options. You will utilize your sales skills to market various insurance products, ensuring that clients receive the best coverage tailored to their individual requirements. A successful Insurance Advisor will possess strong communication skills and the ability to analyze client needs effectively.

Responsibilities

  • Engage with clients to assess their insurance needs and provide tailored solutions.
  • Conduct outside sales activities to generate new business opportunities.
  • Build and maintain strong relationships with existing clients through excellent customer service.
  • Analyze market trends and competitor offerings to effectively position our insurance products.
  • Provide clear explanations of policy features, benefits, and coverage options.
  • Assist clients with claims processing and follow up on their inquiries.
  • Utilize telemarketing techniques to reach potential clients and promote insurance products.
  • Maintain accurate records of client interactions and transactions.

Requirements

  • Proven experience in insurance sales, outside sales, or retail sales is preferred.
  • Strong communication skills with the ability to convey complex information clearly.
  • Bilingual or multilingual abilities are a plus, enhancing communication with diverse clientele.
  • Excellent analytical skills to assess client needs and recommend appropriate solutions.
  • A customer-centric approach with a focus on delivering outstanding service.
  • Ability to work independently as well as part of a team in a fast-paced environment.
  • Previous experience in telemarketing is advantageous but not mandatory.

Join us in making a difference in our clients' lives by providing them with the protection they need through our comprehensive insurance solutions.

Job Type: Full-time

Pay: $40,000.00-$80,000.00 per year

Additional pay:

  • Bonus pay
  • Commission pay

Benefits:

  • Dental care
  • Extended health care
  • Life insurance

Schedule:

  • Monday to Friday

Licence/Certification:

  • OTL and LLQP or RIBO (required)

Work Location: In person

Join our team as a Financial Advisor where you can make a significant impact on the financial well-being of our clients while advancing your career in the finance industry.

Job Type: Full-time

Pay: $45,000.00-$80,000.00 per year

Benefits:

  • Dental care
  • Disability insurance
  • Flexible schedule
  • Life insurance

Language:

  • Speak 2nd language -Tagalog, Korean, Farsi etc (required)

Licence/Certification:

  • LLQP, OTL or RIBO (required)

Work Location: In person

  • Financial Advisor

    2 weeks ago

    North York, Canada The Cooperators Full time

    **Job Overview** We are seeking a motivated and knowledgeable Insurance Advisor to join our team. In this role, you will be responsible for providing exceptional customer service while helping clients understand their insurance needs and options. You will utilize your sales skills to market various insurance products, ensuring that clients receive the best...

  • Administrative Assistant/receptionist

    2 days ago

    North York, Canada Independent financial advisor Full time

    **Overview** **Responsibilities** - Greet and assist visitors in a friendly and professional manner at the front desk. - Manage advisor(s) phone line, direct calls and take messages as needed. - Perform data entry tasks accurately and efficiently, maintaining up-to-date records. - Handle filing and organization of documents to ensure easy retrieval. -...

  • Financial Services Assistant

    4 days ago

    North York, Canada KB Financial Solutions Full time

    KB Financial Solutions is a growing financial advisory firm specializing in personalized financial planning, mortgage solutions, and insurance services. We are dedicated to helping high-income professionals, business owners, and families achieve their financial goals through tailored solutions and expert guidance. We are seeking a Financial Services...

  • Financial Services Advisor

    2 days ago

    North York, Canada Handbond Financial Solutions Inc. Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Identify clients' financial goals and objectives - Analyze clients' financial records - Develop financial plans for clients - Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning - Arrange for sale of...

  • Associate Financial Advisor

    4 days ago

    North Bay, Canada NB FINANCIAL ANALYSIS AND INSURANCE PROVIDER Full time

    **Job Summary** **Launch Your Career as a Financial Advisor** Are you ready to build a meaningful career in financial services while making a real difference in people’s lives? We’re looking for a motivated, forward-thinking individual to join us as an **entry-level Financial Advisor**. This is more than just a job—it’s a long-term career path with...

  • Advisor Financial Planning

    1 week ago

    North York, Canada Enbridge Full time

    **Posting End Date**: December 08, 2024 **Employee Type**: Regular-Full time **Union/Non**: This is a non-union position At Enbridge, we embrace new ideas and offer an environment where employees are recognized and respected for their input and opinions. We view our employees as our future leaders and strive to provide an environment that encourages...

  • Financial Advisor

    4 days ago

    North York, Ontario, Canada Scotiabank Full time

    Requisition ID: 134821 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that...

  • Financial Advisor

    6 days ago

    Toronto, ON MJ A, Canada CI Financial Corp. Full time $60,000 - $120,000 per year

    DescriptionAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.WHAT...

  • Financial Advisor

    4 weeks ago

    North Vancouver, Canada Co-operators Full time

    Join to apply for the Financial Advisor in Vancouver, BC role at Co-operatorsGet AI-powered advice on this job and more exclusive features.The OpportunityAs an exclusive Financial Advisor of Co-operators, you are an entrepreneurial-minded leader. You are a high-achieving business builder who will manage your own insurance agency with the full support of an...

  • Financial Advisor

    3 weeks ago

    North Vancouver, Canada Co-operators Full time

    Join to apply for the Financial Advisor in Vancouver, BC role at Co-operatorsGet AI-powered advice on this job and more exclusive features.The OpportunityAs an exclusive Financial Advisor of Co-operators, you are an entrepreneurial-minded leader. You are a high-achieving business builder who will manage your own insurance agency with the full support of an...