Build a financial services agency through insurance expertise, client relationships, and entrepreneurial leadership in an office-based trainee opportunity.
As an exclusive Financial Advisor of Co-operators, you will manage your own insurance agency with established company support. This 36-month trainee employment develops business-building, community relationship, and financial security solution capabilities. English is required, while French is an asset.
Key Responsibilities:
- Prospect clients about risk management and financial goals
- Conduct client reviews supporting informed financial decisions
- Cultivate community relationships and recent business opportunities
- Execute business, operational, and marketing plans
- Recruit, coach, mentor, and manage team performance
Requirements:
- Three to five years’ insurance management experience
- Post-secondary education in a related field
- Life and General Insurance licences
- Mutual Funds licence considered an asset
- Required financial planning designation based on province
Apply financial advising, sales growth, and strategic leadership skills while building lasting client and community relationships with Co-operators.