Insurance Investment And Mortgage Advisor
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Help Canadians pursue financial security as a Financial Insurance Representative at Serenia Life Financial, advising across insurance, investments, and mortgages.
This opportunity suits motivated self-starters with strong communication and presentation skills. You will develop new business through outbound prospecting, networking, and client meetings. Your advice will support meaningful relationships, exceptional service, and proactive financial solutions for clients.
Key Responsibilities:
- Lead client relationships with empathy and integrity
- Prospect outbound and network to develop new business
- Meet clients to understand financial solution needs
- Advise on insurance, investment, and mortgage solutions
- Manage quotes and coordinate renewals
Requirements:
- Proven ability to achieve and exceed sales targets
- Excellent communication and presentation abilities
- Strong interpersonal skills supporting client relationships
- Proactive problem-solving approach across multiple priorities
- LLQP license or willingness to obtain with support
Use client service, prospecting, and financial advice skills to build trusted relationships at Serenia Life Financial.
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