Job Order Detail

Description

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


Responsibilities:

-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 year of professional sales experience
-Strong computer skills