The Opportunity:

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role is a specialist in one or more product areas such as Life Insurance and Wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Advisor, make informed product recommendations.

How you will create impact:

- Support development of the agency operation through the sales and profitable growth of life insurance and wealth management products.
- Service and support the life and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Proactively complete client reviews focusing on life 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.
- Complete home, commercial and farm inspections as required.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

How you will succeed:

- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies,



with a client-centric lens.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You build trusting relationships and provide guidance to support the development of peers.

To join our team:

- Life License is required.
- General or other Insurance License(s) may be required depending on the specialty focus for the role.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- A minimum of two (2) years sales experience or related business or marketing experience is required.
- Knowledge of insurance products and strong underwriting skills is an asset.

What you need to know:

- 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.
- Extended work hours, including weekends, may be required during peak periods.
- This role involves direct contact with clients and/or service providers in their environment.
- 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.

What’s in it for you?

- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.

Qualifications

Life License (LLQP) Required

Job Type: Full time

Pay: $50,000.00-$75,000.00 per year

Licence/Certification:

- Saskatchewan Life License (preferred)

Work Location: In person

📌 Associate Financial Advisor (Regina)
🏢 Bamford Insurance Group
📍 Regina