Associate Financial Advisor - Hanover, Canada - Ryan Enright, The Co-operators Hanover / Durham

Description

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 Associate Advisor, make informed product recommendations.

They may also be involved in the referral of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

• Support 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.
• 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 multiclient relationships.
• Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
• Support the agency team in their daily activities.

• Mutual Fund Licensing and/or Life Insurance Licensing is required.
• Meet all provinciallicensing requirements in accordance with continuing education to obtain and maintain all licenses.
• A minimum of two (2) years sales experience or related business or marketing experience is preferred
• Knowledge of insurance and financial products is an asset.
• Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
• Valid drivers license may be required.

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Onsite parking
• Paid time off
• Vision care
• Wellness program
• Work from home

• French not required

• Bonus pay
• Commission pay