Job Order Detail

Description

Financial Advisor - The Co-operators
The Role:
    Develop agency business plans that are in line with corporate strategy while understanding and supporting the corporate strategic and operational direction.
    Meet sales and market share goals in the areas of life, financial and general insurance products, while maintaining agency financial viability.
    Develop resource plans  recruit, select, train and develop agency staff.
    Responsible for front-line risk selection and submission of accurate and complete paperwork to all product underwriting departments.
    Ensure compliance, ethical behavior and conformity with corporate policies, industry standards and legal regulations while understanding and complying with the terms of the agency contract.
    Implement corrective action plans resulting from agency reviews.
    Provide input on product and design, underwriting, competitive analysis, promotional materials, marketing programs and claims programs and services.
    Commit to professional growth through personal development.

You and Your Experience:
    You have a Certified Financial Planner CFP (or working towards).
    You have a Chartered Life Underwriter CLU (or working towards).
    You are skilled in communication (verbal and written), organization, client service, listening, presentation, time management, problem solving and interpersonal.
    You have experience in leadership and managing a team of people.
    You are comfortable in a technology dependent environment.
    General Insurance and life license are considered an asset.
    Mutual funds License is considered an asset.