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What is the opportunity?
As an Associate Insurance Advisor, you create custom investment and life insurance solutions for prospective and existing Co-operators clients in the Regina and surrounding area. Our knowledgeable and trusted team is committed to delivering insurance and financial services solutions to meet our clients' unique needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals to you. You will help Canadians assess, define and implement solutions to meet their financial security needs.
What youre responsible for:
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Ensuring maintenance of required licenses, compliance of ethical behavior and conformity with corporate policies, industry standards and legal regulations.
To be successful:
You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
Must have:
Life Insurance License
Financial Planning Designation (PFP or CFP) or working towards
Mutual Funds License (IFIC or CSC) or working towards
Minimum 2 years experience in financial planning
Proven networking and client acquisition skills
Ability to develop strong partner relationships
What we offer:
Training and development opportunities to grow your career
A competitive compensation package and benefits program.
Essential Skills
- Numeracy
- Oral communication
- Critical thinking
- Computer use
- Continuous learning
- Significant use of memory
Credentials (certificates, licences, memberships, courses, etc.)
- Provincial/territorial licensure
- Certified Financial Planner (CFP)
Occupational Experience
- Insurance agent
Type of Insurance Experience
- Personal
- Life/health
- Individual
- Group
Specific Insurance Product Experience
- RRSP
- Disability
Specific Skills
- Use insurance software packages
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