Associate Financial Advisor
Mark McMillan Insurance & Financial Service Inc/ Independent agency of Co-operators Insurance
Full Time
Work Model : In office
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.
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 escalate issues appropriately
You will travel occasionally.
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.
Life license (LLQP) and or 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

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