07 Nov
|
Hui Chen
|
Canada
Job Type: Full-time or Part-time, Independent Contractor
Compensation: 100% Commission-Based, No Guaranteed Salary
About the Opportunity
Are you an experienced sales professional looking for an opportunity to build your own client base and develop a long-term career in financial services?
We are seeking motivated, professional, and self-directed individuals to join an independently operated financial services agency affiliated with Experior Financial Group.
Our focus is helping individuals and families understand their financial needs, protect what matters most, and make informed decisions about their financial future.
As a Financial Associate, you will have the opportunity to develop client relationships, provide personalized financial solutions, and build your own book of business.
Associates can focus entirely on serving clients and growing their business through personal production.
What You'll Do
- Meet with prospective and existing clients to understand their financial situations, needs, and goals.
- Conduct financial needs assessments and identify potential gaps in financial protection.
- Recommend suitable insurance and financial solutions based on individual client needs and applicable licensing.
- Develop and maintain long-term professional relationships with clients.
- Follow up on client inquiries and provide ongoing service.
- Stay informed about relevant financial products, industry developments, and regulatory requirements.
- Maintain accurate client records and follow company compliance standards.
What We're Looking For
We value integrity, professionalism, strong communication skills, and a genuine interest in helping others.
Ideal candidates will demonstrate:
- Experience in sales, customer relationships,
business development, or financial services.
- Strong communication, listening, and relationship-building skills.
- The ability to work independently and manage their own schedule.
- A willingness to learn, accept coaching, and develop professional skills.
- Good judgment, problem-solving abilities, and attention to detail.
- A client-first mindset and commitment to ethical business practices.
- Self-motivation, discipline, and a desire to build a long-term career.
Previous financial services experience is an asset but is not required.
Candidates must hold or be willing to obtain the applicable insurance licence before performing regulated activities.
What the Opportunity Offers
- The opportunity to build and maintain your own book of business.
- Performance-based compensation tied to eligible financial services production.
- Training, professional development, and mentorship.
- Access to Expert Financial Analysis (EFA) software to support client needs assessments.
- Opportunities for skilled advancement based on personal production.
- The option to pursue agency leadership and mentor other associates, if desired.
- Flexibility associated with operating as an independent contractor.
Important Compensation Information
This is a self-employed, independent contractor opportunity.
Compensation is 100% commission-based. There is no guaranteed salary, hourly wage, or guaranteed income.
Earnings depend on eligible business production and applicable compensation arrangements.
Pay: $37,100.00-$107,000.00 per year
Application question(s):
- Are you comfortable with a 100% commission-based independent contractor opportunity with no guaranteed salary?
Licence/Certification:
- LLQP (preferred)
Work Location: Remote
📌 Financial Associate (Canada)
🏢 Hui Chen
📍 Canada