Hybrid Associate Financial Advisor at CGIC, Labrador City
Hybrid Associate Financial Advisor at CGIC, Labrador City
-
Labrador City A2V, Canada
-
Posted: today
-
Save
Description
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 dynamic hybrid environment.
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 • Strong 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
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 • Strong 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
Highlights
-
Company nameCo-operators
-
Job positionHybrid Associate Financial Advisor at CGIC
Safety Tips
Protect your personal details and initiate communication using our contact form.
More info about this ad
Hybrid Associate Financial Advisor at CGIC has been posted in the Sept-Îles Accounting, Financing & Banking category on Locanto.
Right now, this is the only ad posted in this category in Sept-Îles.
There are more ads within a 15 km radius for this category. If you want to view those ads, click here.