14 Oct
|
Co-operators
|
Peterborough
14 Oct
Co-operators
Peterborough
Embark on a rewarding career as a Financial Advisor Trainee with CGIC in an office-based workplace. Unlock your potential by leveraging technology and building community relationships to meet client needs. As a Financial Advisor Trainee at CGIC, you will harness your entrepreneurial spirit in a full-time, regular position.
Your role will involve managing an independent insurance agency while cultivating strong ties to the community and enhancing financial security for clients. You will be supported by an established financial services co-operative dedicated to sustainable practices. Key Responsibilities:
Prospect recent clients to discuss financial goals and risk management
Cultivate community relationships to enhance visibility and sales
Develop operational and marketing plans to drive business growth
Recruit, coach, and manage your team’s performance
Ensure compliance with licenses and corporate policies Requirements:
Minimum 3 years of management experience in insurance
Post-secondary education in a related field
Hold Life and General Insurance licenses
Completed or working toward a skilled financial designation
Strong communication and strategic thinking skills Elevate your career in financial advising while contributing positively to the community through CGIC.
📌 Financial Advisor Trainee At Cgic Peterborough
🏢 Co-operators
📍 Peterborough