Financial Services Representative - Life Insurance Specialist/ Hybrid worki

at  Royal City Recruitment Inc

ABOUT OUR CLIENT:

Our client is seeking a dedicated Financial Services Representative specializing in Life Insurance to join their dynamic team. This is a fantastic opportunity for a passionate advisor who is well-versed in a range of Life Insurance products, including Term Life Insurance, Whole Life Insurance, Universal Life Insurance, and Critical Illness Insurance.
The ideal candidate will possess a thorough understanding of these products and have the ability to provide clients with expert guidance and support. Holding a Mutual Fund designation is considered a valuable asset for this role.
This role has a Salary+Commission compensation structure.

• 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.