The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted AssociateAdvisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios with a financial services focus.ResponsibilitiesSupport development of the agency operation through the sales and profitable growth of life, group and wealth management products 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. 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 Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility Support programs to build multi-client relationships. Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately Support the agency team in their daily activitiesQualifications Life License and Mutual Fund License is required You have or are working towards a Financial Planning designation ie. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA)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 You have (3) three years of experience in the financial services industry, with experience in investment and life product sales. Knowledge of insurance products and strong underwriting skills is an asset Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office Valid drivers license may be required The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.What to expect: You will travel occasionally and are required to have your own vehicle, valid drivers license, and insurance. Extended work hours, including evenings and weekends Strict confidentiality with respect to clients medical history, financial status and other personal information.
Job Title
Associate Financial Advisor