- Contributing to the development and sustainable growth of the agency's investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
- Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
- Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
- Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
- Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You have three years of experience in the financial services industry, including experience in investment and life product sales.
- You have a post-secondary education in a related discipline.
- You hold a Life License and Mutual Funds License.
- You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
- You are required to have your own vehicle, valid driver's license, and insurance.
- You will travel regularly.
- Extended work hours, including evenings and weekends will be required.
- Strict confidentiality with respect to client's medical history, financial status and other personal information.
- You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
Financial Services Representative - Brampton, Canada - Co-operators
Description
Company : CGIC/Co-operators
Department : Retail Sales
Employment Type: Regular Full-Time
Work Model : Hybrid
Language : This role operates in English
Job Grade : 0-Not Applicable
The Opportunity
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
As the Financial Services Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
How you will create impact:
How you will succeed:
To join our team:
What you need to know: