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Summary:
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role is primarily focus on wealth management and personal insurances.
Roles and responsibilities:
Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Support programs to build multi-client relationships.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Qualifications and Skills:
Life License is required. A suitable candidate may be considered prior to licensing.
Prior wealth management and/or insurance sales is an asset
A minimum of two years sales experience or related business or marketing experience is preferred
Valid drivers license is required.
Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
What we offer:
An opportunity to grow and build your career in insurance and financial services
A competitive compensation package including benefits and retirement savings
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
Type of Customers
- Professional clients
- Consumers
- Commercial establishments
Transportation/Travel Information
- Own transportation
- Willing to travel
- Valid driver's licence
Specific Skills
- Promote sales to existing clients
- Conduct sales transactions
- Identify and solicit potential clients
- Consult with clients after sale or signed contracts
- Provide clients presentations of the benefits and uses of goods or services
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Attention to detail
Security and Safety
- Criminal record check (abstract)
Business Equipment and Computer Applications
- Word processing software
- Spreadsheet software
- Presentation software
- General office equipment
- Electronic mail
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