Drive client success as a Mortgage Advisor specializing in insurance solutions. Engage with clients through calls and digital platforms to enhance their financial preparedness.
In this role, you will assess clients' financial needs and recommend tailored insurance strategies to prepare them for retirement. Your position requires close collaboration with the Branch Manager while ensuring compliance and effective communication with clients. Problem-solving and relationship-building skills are essential to improve client satisfaction.
Key Responsibilities:
• Proactively engage with clients over the phone
• Analyze financial needs and recommend insurance options
• Utilize retirement planning tools for client readiness
• Work closely with the Branch Manager for effective strategies
• Identify ways to enhance the overall client experience
Requirements:
• Bachelor’s degree or 2+ years of relevant experience
• Robust understanding of the insurance industry
• Active Life License (CIRO) or coursework completed
• Availability Monday to Friday, 8am to 8pm
• Excellent communication, problem-solving, and adaptability skills
Use your expertise to provide actionable insurance solutions and support clients’ financial journeys.
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