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The Co-operators - Bassendowski Agencies Ltd is looking for an Associate Insurance and Financial Advisor. Our Associate Insurance Advisors are insurance professionals trained in client service, and provide the highest level of service available anywhere in the industry.
The Associate Insurance and Financial Advisor is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators life and wealth products and may provide some basic support for additional product lines.
Having an Life license is required (LLQP). Preference is given to those with a Mutual Funds license.
Essential Skills
- Reading text
- Document use
- Numeracy
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Specific Skills
- Access and process information
- Sell merchandise
- Receive application forms
- Receive payments
- Maintain records and statistics
- Issue receipts and other forms
- Explain the type and cost of services offered
- Answer inquiries and provide information to customers
- Perform general office duties
Work Setting
- Insurance
- Financial services
- Business services
Work Location Information
- Urban area
Work Conditions and Physical Capabilities
- Attention to detail
Security and Safety
- Criminal record check (abstract)
- Credit check
- Confidential security clearance
Business Equipment and Computer Applications
- Windows
- Word processing software
- Spreadsheet software
- Electronic mail
- Electronic scheduler
- Database software
- General office equipment
- Internet browser
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