Job Order Detail

Description

Our client has an immediate full-time opportunity available for a Financial Services Advisor in Regina, SK.



Responsibilities:


-Responsible for conducting financial presentations to groups at company-sponsored gatherings

-Successfully determine clients particular needs and financial situations by scheduling fact-finding appointments, determining extent of present coverage and investments and ascertaining long-term goals

-Responsible for approaching current and potential clients by using mailings and phone solicitation

-Effectively provide continuing service by processing changes in beneficiary and policy loan applications.

-Effectively develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation

-Responsible for completing coverage by delivering policy



Qualifications:

-Minimum 1-3 years of professional sales experience

-LLQP (Life License)

-Strong computer skills



Our client offers a competitive salary and benefits.