Take your career to the next level as a full time Associate Financial Advisor, contributing to agency growth through effective client outreach and sales. This in-office role allows specialization in exciting areas like life and wealth management.
As an Associate Financial Advisor, your primary focus will be on enhancing agency operations through targeted sales efforts in various product areas. You'll identify prospects and provide informed recommendations while adhering to compliance standards. Your proactive approach will also involve client reviews and cross-selling opportunities.
Key Responsibilities:
• Drive growth with sales of life, group, and wealth products
• Service client portfolios while ensuring regulatory compliance
• Conduct thorough needs analyses for cross-selling opportunities




• Assess risks and conduct required inspections
• Create strategic marketing plans to meet sales targets
Requirements:
• Accredited post-secondary degree or diploma
• Life and General Insurance licenses required or in progress
• Minimum of two years in sales or related fields
• Knowledge of underwriting and insurance products an asset
• Effective communication and relationship-building skills
Utilize your skills to enhance client experiences while achieving your sales goals as an Associate Financial Advisor.
#J-18808-Ljbffr

📌 Full-Time Financial Advisor at Agency (Sydney)
🏢 Royal City Recruitment
📍 Sydney