Verified Job
Accounting - Finance
Associate Financial Advisor
Accounting - Finance
#794105
Remote / WFH
Royal City Recruitment
Job Description
Associate Financial Advisor
Compensation: 60,000 - $70,000 + commissions.
Working Model: Schomberg office- In office
Vacation
Benefits
About the Opportunity:
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.
This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds.
How you will create impact:
Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
Proactively complete client reviews focusing on life and wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection, following underwriting guidelines.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Licencing Requirments:
Mutual Fund Licence is required.
Life License is required or working towards.
General or other Insurance License(s) may be required depending on the specialty focus for the role.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of two (2) years sales experience.
Knowledge of insurance & investment products.
Performance of Core Functions:
Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
Strong contribution to achievement of the agency goals
Contribution to achievement of multi-line client targets
Strong commitment to ongoing personal and professional development
Level of customer satisfaction as measured through client feedback
Demonstration of client needs analysis through commitment to use of financial security planning tools
Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
Work independently and effectively use and apply the resources available
Impact on the Organization:
Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
Associate Life/Wealth Insurance Advisors are the face of the organization to our clients
What you need to know:
You will be subject to a criminal and credit check as a condition of employment, in the event you are the successful candidate
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Compensation: 60,000 - $70,000 + commissions.
Working Model: Schomberg office- In office
Vacation
Benefits
About the Opportunity:
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.
This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds.
How you will create impact:
Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
Proactively complete client reviews focusing on life and wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection, following underwriting guidelines.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Licencing Requirments:
Mutual Fund Licence is required.
Life License is required or working towards.
General or other Insurance License(s) may be required depending on the specialty focus for the role.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of two (2) years sales experience.
Knowledge of insurance & investment products.
Performance of Core Functions:
Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
Strong contribution to achievement of the agency goals
Contribution to achievement of multi-line client targets
Strong commitment to ongoing personal and professional development
Level of customer satisfaction as measured through client feedback
Demonstration of client needs analysis through commitment to use of financial security planning tools
Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
Work independently and effectively use and apply the resources available
Impact on the Organization:
Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
Associate Life/Wealth Insurance Advisors are the face of the organization to our clients
What you need to know:
You will be subject to a criminal and credit check as a condition of employment, in the event you are the successful candidate
Show fewer
