Co-operators
Associate Financial Advisor with CGIC
Job Description
Elevate your financial career as an Associate Financial Advisor with CGIC in a hybrid setting. Engage clients while managing life, group, and wealth products to drive sales growth.
In this dynamic role, you will proactively identify and connect with prospects across personal and business markets. Your strong bilingual skills will foster trust and build lasting relationships. Focus on achieving agency goals by conducting client reviews and understanding their financial needs to provide tailored solutions.
Key Responsibilities:
• Drive profitable growth in insurance and wealth products
• Conduct needs analysis in line with agency Business Plan
• Manage client inquiries and complaints effectively
• Complete inspections for various insurance lines
• Develop impactful marketing strategies annually
Requirements:
• Life License is necessary; additional certification may be required
• Two years of sales experience...
In this dynamic role, you will proactively identify and connect with prospects across personal and business markets. Your strong bilingual skills will foster trust and build lasting relationships. Focus on achieving agency goals by conducting client reviews and understanding their financial needs to provide tailored solutions.
Key Responsibilities:
• Drive profitable growth in insurance and wealth products
• Conduct needs analysis in line with agency Business Plan
• Manage client inquiries and complaints effectively
• Complete inspections for various insurance lines
• Develop impactful marketing strategies annually
Requirements:
• Life License is necessary; additional certification may be required
• Two years of sales experience...