Associate Advisor (British Columbia)

Associate Advisor (British Columbia)

18 Aug
|
People
|
British Columbia

18 Aug

People

British Columbia

We are seeking an Associate Advisor to join our team in Burnaby, BC. This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment products.

Role Responsibilities

Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.

Opportunity to sell mutual funds for those with a valid license.

Build and maintain long-term client relationships while ensuring high levels of professional service.

Support the company’s growth by helping clients achieve their financial and insurance goals.

Maintain full compliance with licensing requirements to sell People Corporation’s products and services.

Frequently travel within the region for in-person client meetings.

Qualifications

Valid or in-progress LLQP certification.

Post-secondary education in business, sales, or marketing.

In-depth knowledge of the individual insurance products available in the region.

Valid driver’s license and access to a vehicle.

Proven experience in lead generation, sales processes, and securing recent business in a B2C environment.

Established client base or network of potential prospects.

Ideal Experience

Minimum 5 years of experience in the insurance industry, particularly in business development.

Demonstrated success in meeting sales targets.





Excellent communication and presentation skills for effective client interactions.

Deep understanding of individual insurance, investments, and related products.

Strong sales and marketing skills with the ability to promote the organization’s strengths.

Proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing, etc.).

Benefits

Comprehensive health and dental insurance.

Retirement savings plan with company contributions.

Health and wellness programs, including mental health support.

Training opportunities and assistance in obtaining professional designations.

Competitive compensation package.

Salary: The base salary for this position is between $60,000 - 70,000 annually. This represents base salary only and does not include variable compensation such as annual bonus, commission, etc. The final base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

We are committed to providing an inclusive, accessible environment. If you require an accommodation or an alternative format of any posting please reach out to [email protected].

We are committed to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

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📌 Associate Advisor (British Columbia)
🏢 People
📍 British Columbia

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