Financial Service Representative - Vancouver, Canada - Co-operators | WH Financial Services Ltd.

Description

The Financial Services Representative plays a key role in developing and supporting agency revenue through outbound prospecting, sales activities, and customer service.

This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth.

Financial Services Representative will identify prospects in both personal and business markets, determine needs and as a trusted representative, make informed product recommendations.

Roles and responsibilities:

• Develop the agency's operations through the sales and profitable growth of life, group, and wealth management products.
• Serve 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.

• Complete financial service client's client reviews. Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately.
• Achieve individual goals for client service, sales, quality, and productivity and contribute to

the achievement of overall agency sales and growth goals.

• Work with the Financial advisor to develop annual marketing plans outlining strategies and activities to meet goals in the financial service area
• Support programs to build multiclient relationships.

Qualifications and Skills:

• Life License in BC is required.
• Mutual Fund knowledge or license is an asset.
• Meet all provinciallicensing requirements in accordance with continuing education to

obtain and maintain all licenses.

• A minimum of one (1) year ofsales experience or related business or marketing experience is preferred
• Strong skills in communication (verbal and written), organization, time management, client service, decisionmaking, and problemsolving.

proficiency with Microsoft Office.

• Valid driver's license in BC.

background check as a condition of employment.


Job Types:
Full-time, Permanent


Benefits:

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday
• Weekend availability

Supplemental pay types:

• Commission pay

Licence/Certification:

• Life insurance

license in BC, Canada (required)


Work Location:
One location