Financial Sales Representative

at  Life Agency

WE WILL HELP YOU START A PROFITABLE FINANCIAL SERVICES BUSINESS FROM HOME, EVEN IF YOU HAVE NO EXPERIENCE!

Do you have great listening skills? We seek a money-minded individual looking for an opportunity to break into the financial services industry! The successful candidate is passionate about developing long-term relationships and is interested in financial info, estate planning, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

• This role is 100% Commission based, That’s why we get people started on a part-time basis 10-15 hours a week.
• We have many part-timers that make over $40,000 yearly
• Must be a permanent resident or Canadian Citizen and live in Canada
• Have an entrepreneurial mindset

This is a Flexible hours and Remote positionCompensation:

$70,500 at plan earningsResponsibilities:

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications:

• Must be a Permanent Resident or Canadian Citizen or General Work Permit and live in Canada (Sorry, no International Students with Work Permits, right now)
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Work directly with clients, manage workflows, and book appointments

About Company
At Life Agency, our main focus is helping families through income protection and financial education. We believe the more you know the better you do.
We show families how to save money on insurance and financial products they already own but no one previously explained to them

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospect