Elevate your financial advisory career with CGIC as a Full time Associate Financial Advisor in an office-based environment. Drive sales and support growth in life and wealth management products.
Join CGIC’s Retail Sales department and play a vital role in agency operations. As an Associate Financial Advisor, you will engage in outbound prospecting and client interactions while specializing in life, group, and wealth products. Proactive client reviews and cross-selling strategies are essential to meet both personal and business client needs.
Key Responsibilities:
• Support sales and growth of financial products
• Conduct client reviews for life and wealth management
• Prospect and execute needs analysis for clients
• Perform front-line risk assessment and selections
• Develop annual marketing plans for product areas
Requirements:
• Valid Life License required
• General Insurance License preferred
• Minimum two years sales experience necessary
• Knowledge of insurance products advantageous
• Understanding of underwriting principles beneficial
Leverage your sales expertise and product knowledge to make a meaningful impact in clients' financial journeys.
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