Financial Services Advisor for Businesses (Ontario)

Financial Services Advisor for Businesses (Ontario)

31 Jul
|
Desjardins
|
Ontario

31 Jul

Desjardins

Ontario

Join Nicole McCann Insurance and Financial Services Inc. as a Commercial Insurance & Financial Services Advisor in Newmarket, ON. Engage in a full-time, in-office position that focuses on developing client relationships within the commercial sector.

In this role, you will work closely with business owners to identify their insurance and financial needs. Your sales acumen will enable you to create new opportunities and provide solutions that cater to each client, aiming for retention and growth.

Key Responsibilities:
• Prospect and generate leads for commercial insurance
• Build lasting relationships with business owners
• Conduct policy reviews and recommend solutions
• Service and retain a diverse client portfolio
• Cross-sell financial services products

Requirements:
• Prior experience in commercial insurance or related fields
• Strong presentation and negotiation skills
• Proven ability to achieve sales goals independently
• Qualified approach to client interactions
• Property & Casualty License preferred

Channel your skills to drive business success at Nicole McCann in Newmarket.
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📌 Financial Services Advisor for Businesses (Ontario)
🏢 Desjardins
📍 Ontario

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