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    • Conseiller en sécurité financière - City of Leduc - Co-operators Assurance et services financiers

    Co-operators Assurance et services financiers
    Co-operators Assurance et services financiers City of Leduc

    3 weeks ago

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    Description

    We are a leading Canadian financial services co-operative that serves as a catalyst for a sustainable and resilient society. Our team plays a vital role in delivering on our strategy, which is why we prioritize our people. This approach enables us to provide a strong culture and development opportunities, allowing our team to thrive and live our purpose.

    Our Distribution team strives to be the leader in client engagement among Canadian insurers. We aim to deliver personalized client experiences through seamless interactions. Our knowledgeable and trusted team provides financial services solutions tailored to meet our clients' unique needs.

    Key Responsibilities:

    • We prospect new clients to discuss risk management and financial goals, and conduct reviews with clients to empower them to make informed decisions.
    • We foster strong community relationships to enhance agency visibility and leverage new business opportunities to contribute to sales and growth objectives.
    • We develop and execute business, operational, and marketing plans, and support sustainability strategies to help Canadian communities become more resilient.
    • We recruit and select talent, coach and mentor employees, and manage our team's performance to facilitate their development and achieve agency goals.
    • We ensure compliance with required licenses, ethical behavior, and corporate policies, industry standards, and legal regulations.

    Requirements for Success:

    • We remain focused and optimistic in pursuing our goals, despite obstacles, and allocate time and resources to effectively manage the sales portfolio.
    • We create plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
    • We possess strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
    • We facilitate the adoption of change and create a high-performance culture by aligning our team's work with organizational goals.
    • We use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

    About You:

    • You have 3-5 years of management experience in the insurance industry or related business experience.
    • You hold post-secondary education in a relevant field.
    • You hold a Life license and a General Insurance license, with a Mutual Funds license as an asset.
    • You have completed or are working toward one of the following professional designations: CFP, CLU, CHFC, or an accredited Financial Planning Designation.

    Necessary Requirements:

    • You will regularly travel to meet with clients and/or community members in their environment.
    • You are required to have your own vehicle, valid driver's license, and insurance.
    • You may provide support to clients experiencing personal or financial loss, requiring a high degree of confidentiality and discretion.
    • You will be subject to a Criminal Record and Consumer History background check as a condition of employment.

    What We Offer:

    • Training and development opportunities to grow your career.
    • Opportunities to give back to your community.
    • A competitive compensation package and benefits program.
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