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- Prospecting new clients to discuss risk management and financial goals, conducting reviews to empower informed decisions.
- Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities.
- Developing business, operational, and marketing plans, supporting sustainability strategies to make Canadian communities more resilient.
- Recruiting and selecting talent, coaching and mentoring employees, managing team performance to facilitate development and achieve agency goals.
- Maintaining required licenses, ensuring ethical behavior, and conformity with corporate policies, industry standards, and legal regulations.
- Focused and optimistic pursuit of goals, allocating time and resources to effectively manage sales portfolios.
- Built plans focused on expanding market penetration, applying innovative mindsets to improve operational efficiencies with a client-centric lens.
- Strong communication skills to influence others and facilitate mutually beneficial solutions.
- Facilitating change adoption, creating high-performance cultures through alignment with organizational goals.
- Applying critical thinking to guide decision making and adjusting business plans based on shifting priorities.
- 3-5 years of management experience in the insurance industry or related business experience.
- Post-secondary education in a related field.
- Holding a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
- Completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
- Away from the office on regular basis meeting clients/community members in their environment.
- Required to have own vehicle, valid driver's license, and insurance.
- May provide support to clients experiencing personal or financial loss, requiring high degree of confidentiality and discretion.
- Subject to Criminal Record and Consumer History background check as condition of employment.
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- Competitive compensation package and benefits program.
Conseiller en sécurité financière - Smiths Falls - Co-operators Assurance et services financiers
2 weeks ago
Description
About Us
The Co-operators is a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society.
We prioritize our people, ensuring we provide a strong culture and development opportunities that enable our team to thrive and live our purpose. Our team members care passionately about you, our clients, and our communities.
Opportunity Overview
You will be an exclusive Financial Advisor of Co-operators, working as an independent contractor with the full support of our established company. As an entrepreneurial-minded leader, you will manage your own insurance agency and build strong ties to the community.
You will cultivate long-term relationships with clients through the use of our technology, tools, and processes. This will help Canadians assess, define, and implement solutions to meet their financial security needs.