Associate Financial Advisor
The Co-operators Insurance, Meaford, Ontario - Meaford, ON

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Discover a better place to grow your career; a place that's caring, engaging and rewarding. We're proud of our diverse culture of trust and respect. It's a culture guided by solid leadership and collaboration from every member of our organization. With so many opportunities to choose from, you'll see why The Co-operators is the better place for you.

The Opportunity: The Co-operators is looking for an Associate Financial Advisor in our Meaford, Ontario office.

As an Associate Financial Advisor, you will play a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. Associate Financial Advisors will identify prospects in both personal and business markets, determine needs and act as a trusted insurance advisor in making informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and speciality lines (farm and/or commercial) portfolios.

Your Qualifications: Life License and Mutual Fund License is required

A minimum of five (5) years sales experience in the Financial Services Industry
Knowledge of insurance products and strong underwriting skills is an asset
Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office
Valid driver’s license may be required


Indeed - 20 months ago - save job
About this company
Jeff Elford, Agent is an independant insurance Agency with The Co-operators.