Financial Services Representative - Life Insurance Specialist/Hybrid

at  Royal City Recruitment Inc

Burlington, ON, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate29 Apr, 2025USD 55000 Annual29 Jan, 20253 year(s) or aboveGood communication skillsNoNo
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Description:

ABOUT OUR CLIENT:

Our client is seeking a Financial Services Representative to join their team. This team member will have a heavy focus on Life Insurance.
This opportunity offers a combination of base salary & commission structure.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities:

  • Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
  • Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
  • Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
  • Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
  • Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

REQUIREMENT SUMMARY

Min:3.0Max:8.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Burlington, ON, Canada