Financial advisor

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Assurance

Financial advisor

Kingston
Insurance
22517

Our client, an insurance company, is currently looking for a Financial Advisor to join its team. An opportunity to join a major company established across Canada!

Full-time. Permanent.

Apply now

Responsibilities

  • Drive brand representation to boost sales and retain existing business in insurance and investment markets ;
  • Conduct targeted client meetings to understand their financial needs, provide advice, and promote product benefits ;
  • Achieve sales and retention targets within designated portfolios and personal/professional networks ;
  • Recommend and place life, health, and investment products for tailored financial planning solutions ;
  • Initiate contact with clients, conduct regular reviews, and adjust financial plans as necessary ;
  • Onboard acquired customers, ensuring compliance with standards.
  • Ensure effective communication, positive customer experiences, and utilize digital platforms for product placement ;
  • Maintain a comprehensive understanding of product offerings for informed customer consultations ;
  • Identify cross-channel sales opportunities, stay informed about market trends, and competitor product lines ;
  • Adhere to defined sales processes and practices for investments and insurance products.

Requirements

  • University degree or equivalent through experience ;
  • Minimum 2 years' customer service experience in financial services/insurance ;
  • Experience as a licensed life insurance advisor (asset) ;
  • LLQP and life insurance license as per provincial regulations
  • Strong interpersonal, influencing and presentation skills ;
  • Well-developed organization, prioritization and time management skills ;
  • Excellent written and verbal communication skills ;
  • CLU or ACS designation, or working towards CFP designation (asset) ;
  • Canadian securities course & IFIC license (asset) ;
  • Bilingual English/French required ;
  • Valid driver's license and vehicle for occasional travel.

Advantages

  • Employer-contributed pension plan ;
  • 4 weeks vacation + 6 sick days ;
  • Insurance ;
  • Social club ;
  • Flexible working hours.

Are you the right fit for this opportunity? Apply today!

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