The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role will have a focus on life insurance, living benefits, and wealth management.

Roles and responsibilities:

• Support development of the agency operation through the sales and profitable growth of life and financial services
• Proactively complete client portfolio reviews
• Exceed individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
• Support programs to build multi-line client relationships.
• Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
• Support the agency team in their daily activities

Qualifications and Skills:

• LLQP is required (do not apply without an active life license)
• Mutual fund license is required (do not apply without an active licence)
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
• A minimum of (1) year sales experience or related business or marketing experience is required
• Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
• Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office
• Valid driver’s license may be required
• The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment

Benefits:

• Opportunity for hybrid work schedule
• Salary and commissions compensation model

Job Type: Full-time
Pay: $35,000.00-$75,000.00 per year

Benefits:

• Designated paid holidays
• Flexible schedule
• Paid time off

Ability to commute/relocate:

• Exeter, ON: reliably commute or plan to relocate before starting work (required)

Experience:

• sales: 1 year (required)

Licence/Certification:

• MFDA license (required)
• LLQP license (required)

Work Location: In perso

• Support development of the agency operation through the sales and profitable growth of life and financial services
• Proactively complete client portfolio reviews
• Exceed individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
• Support programs to build multi-line client relationships.
• Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
• Support the agency team in their daily activitie