Associate Financial Advisor At Cgic Richmond Hill (Canada)

Associate Financial Advisor At Cgic Richmond Hill (Canada)

23 Aug
|
Co-operators General Insurance
|
Canada

23 Aug

Co-operators General Insurance

Canada

Join CGIC as an Associate Financial Advisor, where you can make a difference in clients' lives in an office setting. Engage in across-the-board sales and client relationship management. In this regular full time role, you will develop agency operations with a focus on financial products like life insurance and wealth management.

Your main responsibilities will involve prospecting clients and recommending appropriate financial solutions based on their needs and goals while ensuring compliance with industry regulations. Key Responsibilities:
Drive sales growth for life and wealth management products
Conduct proactive client needs assessments
Cross-sell various financial services to existing clients
Perform home and commercial inspections as needed
Develop marketing strategies for product specialization Requirements:
Must possess a Life License to qualify
Two years of relevant sales experience is preferred
Robust knowledge of underwriting and insurance products
Additional insurance licenses may be necessary
Compliance with provincial licensing and education requirements Leverage your expertise in financial service to foster client relationships at CGIC.

📌 Associate Financial Advisor At Cgic Richmond Hill (Canada)
🏢 Co-operators General Insurance
📍 Canada

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