Shape a rewarding career at CGIC as an Associate Financial Advisor. This office-based role emphasizes client interactions and the sales of various financial products.
As a key player in agency operations, you will assist clients with their insurance and wealth management needs. Your responsibilities include customer prospecting and offering tailored financial advice. Ensure compliance with regulations to drive the agency's growth and client satisfaction.
Key Responsibilities:
• Assist in the sales of life and wealth products
• Conduct client reviews and fulfill their financial needs
• Execute needs analysis to promote cross-selling
• Carry out front-line risk assessments and inspections
• Formulate annual marketing plans for product areas
Requirements:
• Life License is essential for this role
• At least two years of sales experience preferred
• Familiarity with insurance products is helpful
• General Insurance Licenses may be required
• Must meet provincial continuing education licensing needs
Utilize your sales acumen and relationship-building skills to thrive at CGIC.
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📌 CGIC Financial Services Advisor Position (Richmond Hill)
🏢 The Co-operators Group
📍 Richmond Hill