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Financial Services Consultant

FaithLife Financial -
Waterloo, ON

Quick apply

Job details

Full-time
$69,000–$119,000 a year

Qualifications

Sales
CFP
Financial services

Full job description

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from you.

About the Role:

Reporting to the CMO, you will be responsible for providing sales and service advice to members that are not assigned an active Financial Representative and to new leads that come through the marketing team. The incumbent will also actively look for opportunities to cross-sell or up-sell financial products based on member needs. This role works closely with our Marketing team and Distribution to enhance the overall member experience with Serenia Life Financial. This is a current vacancy.

Key Responsibilities:

Make proactive outbound calls to members to drive awareness, education, and sales of Serenia Life Financial products.
Meet with members remotely (via phone or computer) or face to face to analyze their financial situation, recommend life insurance and investment products that best fit their needs and budget.
Execute on Serenia Life Financial’s growth strategy by delivering on personal Risk Premium sales targets.
Work in partnership with Member Services, to understand the issues, concerns and opportunities raised through contact with members.
Refer potential sales leads and opportunities to outside Financial Representatives who are better located to work with the member.
Maintain strong knowledge of Serenia Life Financial’s Risk and Investment products, administrative processes, financial needs analysis software and complimentary products offered through 3rd party partnerships.
Ongoing activity reporting and usage of Hubspot CRM for managing status of leads and new business.
Work very closely with the marketing team to optimize the leads and sales processes.
Adhere to all Serenia Life Financial compliance requirements.

What You Bring to the Table:

Minimum 3-5 years working in the financial services industry
Previous experience in sales development and execution
Ability to work with inbound and outbound telephone calling
Life Insurance license
CFP designation (an asset) .

About Serenia Life Financial

At Serenia Life Financial, we’re on a mission to uncomplicate insurance – so that our members can feel confident when it comes to protecting their family’s financial future. As a grow-to-give company, we share our profits through company donations, community outreach, and some truly unique member benefits.

We care about the world, but just as importantly, we care about our employees. That’s why we do what we can to help our team prioritize their health & well-being, achieve work-life balance, and make sure each workday is fulfilling and fun.

What We Offer You:

competitive compensation
hybrid work model
company-matched retirement plan
comprehensive health & dental coverage
flexible workplace opportunities
generous vacation & sick day program
discounts on life insurance
mentorship & continued learning opportunities
volunteer day (extra day off to support a cause you care about)
employee appreciation days & well-being program

Serenia Life has implemented a formal Workplace Flexibility policy, which provides options for our employees to balance their home and work lives and enable them to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Pay Transparency

The pay range for this role is $69,000 - $119,000 per year.

This role is eligible for pension, benefits and incentive pay. Actual base pay will be determined based on permissible factors such as transferable skills, work experience, market demands, and primary work location. The base pay range provided is subject to change and may be modified in the future.

Statement on Diversity and Accommodations

At Serenia Life Financial, Diversity, Equity, and Inclusion means that everyone is welcomed, treated with dignity and kindness, and has an opportunity to grow and thrive based on their own unique talents. Our employees are valued for their differences and are encouraged to bring their authentic selves to work. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to Careers @serenialife.ca.

Statement AI Use in Selection Process

We do not use artificial intelligence to screen, assess, or select applicants. All resumes are reviewed by our hiring team. Please note that we may use AI-powered transcription tools during virtual interviews to assist our team with notetaking, this tool does not make recommendations, scores, or decisions regarding applications.

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