Hybrid Associate Financial Advisor At Cgic Stephenville

Elevate your financial advisory career with CGIC as a Hybrid Associate Financial Advisor. This role focuses on sales activities, client contact, and product recommendations in a agile hybrid workplace. As a member of our Retail Sales & Service department, you will support agency operations by undertaking outbound prospecting and engaging with clients across life, group, and wealth management products. Your role involves providing personalized solutions and fostering client relationships to encourage profitable growth. Contributing to the development of personal lines products like home and auto insurance will also be part of your responsibilities. Key Responsibilities: • Support profitable growth in life and wealth management products • Conduct client reviews and needs analysis for cross-selling • Manage compliance for insurance and wealth solutions • Perform risk assessments following underwriting guidelines • Develop marketing plans for product areas Requirements: • Life License is mandatory • Minimum of two years in sales or related experience • Knowledge of insurance products is advantageous • Solid communication and relationship-building skills • Capacity for confidential client handling Become a pivotal part of CGIC, helping clients achieve financial success while enhancing your advisory skills. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oeyvn