Embark on a rewarding career as an Associate Financial Advisor in our full-time, in-office role. Focus on client advising and product sales to boost agency operations.
This role is essential in supporting our agency's portfolio of life, group, and wealth management products. You will engage in client outreach, conduct reviews, and provide constructive recommendations tailored to individual and business needs. Collaborating with experts in financial planning, you will also take part in developing marketing strategies that align with our goals.
Key Responsibilities:
• Drive profitable growth in life and wealth management products
• Complete thorough client assessments and needs analysis
• Maintain compliance with all regulatory standards
• Handle inspections for personal lines and specialty products
• Implement effective marketing efforts for product areas
Requirements:
• Diploma or degree from an accredited institution
• Required licenses (LLQP and OTL) needed
• Minimum two years of sales or business experience
• Insight into insurance products and underwriting is advantageous
• Robust interpersonal communication skills for building relationships
Capitalize on your sales expertise and dedication to service in the Associate Financial Advisor role with us.
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📌 Join Us as Associate Financial Advisor (Nova Scotia)
🏢 Royal City Recruitment
📍 Nova Scotia
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