Join CGIC as an Associate Financial Advisor and influence the financial landscape through client support and product expertise. This Office-Based role focuses on life, group, and wealth management.
In the Retail Sales department of CGIC, you will enhance agency operations through active prospecting and strategic client service. This position allows for specialization in various product areas including life and wealth products, where you will conduct needs analyses and build client relationships. Compliance and risk assessment are fundamental aspects of your role.
Key Responsibilities:
• Drive profitable growth of financial products
• Service life, group, and wealth management portfolios
• Engage in proactive client needs assessments
• Conduct risk assessments as per underwriting guidelines
• Create impactful marketing strategies for goal achievement
Requirements:
• Life License is mandatory
• Additional Insurance License may be needed
• At least two years of sales experience preferred
• Strong product knowledge in insurance policies
• Familiarity with underwriting practices a plus
Utilize your communication and relationship-building skills to thrive in this agile advisory role.
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