Join CGIC as an Associate Financial Advisor, where you can make a difference in clients' lives in an office setting. Engage in across-the-board sales and client relationship management.
In this regular full-time role, you will develop agency operations with a focus on financial products like life insurance and wealth management. Your main responsibilities will involve prospecting clients and recommending appropriate financial solutions based on their needs and goals while ensuring compliance with industry regulations.
Key Responsibilities:
• Drive sales growth for life and wealth management products
• Conduct proactive client needs assessments
• Cross-sell various financial services to existing clients
• Perform home and commercial inspections as needed
• Develop marketing strategies for product specialization
Requirements:
• Must possess a Life License to qualify
• Two years of relevant sales experience is preferred
• Robust knowledge of underwriting and insurance products
• Additional insurance licenses may be necessary
• Compliance with provincial licensing and education requirements
Leverage your expertise in financial service to foster client relationships at CGIC.
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📌 Associate Financial Advisor at CGIC (Ontario)
🏢 The Co-operators Group
📍 Ontario
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