Associate Financial Advisor- Life Insurance Specialist Full Time Work Model : In office Our client is looking for an Associate Financial Advisor specializing in Life Insurance.

The Associate Financial

Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.

The Associate Financial

Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios. Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.

Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan. Complete front-line risk assessment and selection, following underwriting guidelines.



Respond to and investigate client questions and concerns, resolve client complaints, and elevate issues appropriately You will travel occasionally.

You are required to have a valid driver’s license and insurance. Strict confidentiality with respect to client’s medical history, financial status, and other personal information. You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Holds a Life Insurance Licence ( LLQP)with a Mutual Funds license considered an asset. Knowledge of insurance products and solid underwriting skills is an asset. Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialists.

Specialized internal training and ongoing development support throughout your career. Opportunities to give back to your community

📌 Associate Financial Advisor- Life Insurance Specialist (Brantford)
🏢 Royal City Recruitment
📍 Brantford