Position Title: Associate Financial Advisor##
Summary:
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
Roles and responsibilities:
- Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
- Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Proactively complete client reviews focusing on life and wealth management products.
- Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
- Complete front-line risk assessment and selection, following underwriting guidelines.
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Support programs to build multi-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.
Supervisory Responsibilities:
- Direct Reports: Indirect Reports:
Budget Responsibilities:
Working Conditions:
Physical:
- Regular office environment with some evening work required and some travel outside of the office. Willing to work flexible hours.
Qualifications and Skills:
- Life License and a mutual funds license are required
- General or other Insurance License(s) may be required depending on the specialty focus for the role.
- Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses
- Working towards a CFP designation is an asset
Pay: Up to $150,000.00 per year
Work Location: In person
