Client-Centric Associate Financial Advisor (Corner Brook)
Client-Centric Associate Financial Advisor (Corner Brook)
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Corner Brook, Canada
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Last edited: less than a week ago
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Description
Join CGIC as an Associate Financial Advisor, enhancing client experiences through personalized financial solutions in a hybrid work setup. Leverage your expertise in life and wealth management products. In this role, you'll be essential to the Retail Sales & Service department, identifying and addressing client needs across personal and business markets. As an Associate Financial Advisor, you will engage in outbound prospecting, conducting comprehensive needs analyses, and contributing to the agency's growth through effective sales strategies. Ensuring compliance, you will support a diverse product portfolio while maintaining solid client relationships. Key Responsibilities: - Build and expand client portfolios with tailored financial advice - Conduct client reviews to align strategies with needs - Serve life, group, and wealth product areas - Execute thorough risk assessments following guidelines - Create annual marketing plans to drive product sales Requirements: - Life License needed, with other licenses as potential - At least two years of sales or marketing experience - Understanding of insurance products and underwriting - Must have a valid driver’s license - Uphold client confidentiality in all dealings Shape the future of financial services as a trusted Associate Advisor at CGIC. Apply on Kit Job: kitjob.ca/job/2o3t3q
Highlights
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Company nameCo-operators
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Job positionClient-Centric Associate Financial Advisor (Corner Brook)
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Client-Centric Associate Financial Advisor (Corner Brook) has been posted in the Cape Breton Accounting, Financing & Banking category on Locanto.
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