Drive client engagement as an Associate Financial Advisor. Specialize in providing tailored financial solutions across life, group, and wealth management products while supporting agency operations.
As an integral team member, you will enhance agency performance through outbound prospecting and personalized client interactions. This role emphasizes proactive client reviews, needs analysis, and effective compliance with insurance and wealth management regulations. You may also contribute to growth in personal lines and specialty portfolios while ensuring customer satisfaction and operational excellence.
Key Responsibilities:
• Support agency development with sales growth initiatives • Conduct client reviews focusing on life and wealth products • Prospect and cross-sell various insurance lines • Perform risk assessments following underwriting guidelines • Develop annual marketing plans for product areas
Requirements: • Life License is mandatory • Two years of sales or related experience preferred • Knowledge of insurance products is beneficial • Ability to comply with provincial licensing requirements • Robust communication and relationship-building skills
Your expertise will enhance client experiences, sales operations, and portfolio management in this impactful advisory role. #J-18808-Ljbffr