Launch your career as a Financial Advisor Associate at CGIC, focusing on life and wealth management product sales. This regular full time, office-based position is key to agency growth. At CGIC, you will support financial service operations by engaging in client advisement and product sales.

The Associate Financial

Advisor role encompasses outbound prospecting, detailed client reviews, and compliance adherence. Enhance your skills through direct involvement in underwriting and product-specific marketing efforts. Key Responsibilities:
Facilitate the sales of life and wealth management products
Proactively conduct client reviews and service inquiries
Identify client needs and recommend suitable products
Complete underwriting assessments and inspections
Develop marketing initiatives for each product area Requirements:
Life License required for the position
General Insurance License could be beneficial
At least two years of related sales experience
Solid background in insurance product offerings
Solid underwriting understanding considered an asset Bring your analytical and strategic mindset to support CGIC’s mission in creating lasting client relationships.

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