Co-operators
Exclusive Financial Advisor at CGIC
Job Description
Take charge of your career as an Exclusive Financial Advisor at CGIC in a full-time, office-based position. Focus on cultivating client relationships while managing your own insurance agency with full company support.
As a key member of the Retail Sales Department, you will utilize your entrepreneurial spirit to build strong community ties and guide clients in managing their financial goals. This role emphasizes prospecting new clients, implementing risk management strategies, and leading a dedicated team to meet agency objectives. Your expertise will enable you to improve financial resilience in Canadian communities.
Key Responsibilities:
• Prospect new clients and discuss financial goals
• Cultivate community relationships for business visibility
• Develop business and marketing plans for sustainability
• Coach and mentor team members for performance
• Ensure compliance with industry standards and regulations
Requir...
As a key member of the Retail Sales Department, you will utilize your entrepreneurial spirit to build strong community ties and guide clients in managing their financial goals. This role emphasizes prospecting new clients, implementing risk management strategies, and leading a dedicated team to meet agency objectives. Your expertise will enable you to improve financial resilience in Canadian communities.
Key Responsibilities:
• Prospect new clients and discuss financial goals
• Cultivate community relationships for business visibility
• Develop business and marketing plans for sustainability
• Coach and mentor team members for performance
• Ensure compliance with industry standards and regulations
Requir...