Launch your career with Co-operators as a Financial Advisor Trainee in an office-based setting. This unique role combines client prospecting and community engagement to achieve sales and growth goals.
As a Financial Advisor Trainee in the Field Talent Development department, you will have a 36-month journey to cultivate relationships and help Canadians achieve financial security. You'll utilize exclusive technology and processes to guide clients in risk management and financial goals while managing your insurance agency. The emphasis on training and support ensures you thrive in this entrepreneurial role.
Key Responsibilities:
• Prospect current clients and discuss financial goals
• Cultivate community relationships to maximize business opportunities
• Develop and execute operational and marketing plans
• Recruit, coach, and manage your team’s performance
• Ensure compliance with ethical and legal standards
Requirements:
• 3-5 years of management experience in insurance
• Post-secondary education in a relevant field
• Life and General Insurance licenses required
• Completion of CFP, CLU, or similar designation
• Willing to undergo a background check
Become a community-focused Financial Advisor and help clients reach their financial potential with Co-operators.
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