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. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
Languages: Mandarin and Cantonese would be asset for the agency.
Salary + Commissions
Roles and responsibilities:
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
Complete home, commercial and farm inspections as required
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility
Support programs to build multi-client relationships.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
Support the agency team in their daily activities
Qualifications And Skills:
Life License is required
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 or related business or marketing experience is preferred
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 drivers license may be required