Job Description

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role will have a focus on life insurance, living benefits, and wealth management.

Roles and responsibilities:

Support development of the agency operation through the sales and profitable growth of life and financial services Proactively complete client portfolio reviews Exceed individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals Support programs to build multi-line 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
Qualifications and Skills:

LLQP is required (do not apply without an active life license) Mutual fund license is required (do not apply without an active licence) Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses A minimum of (1) year sales experience or related business or marketing experience is required Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office Valid driver's license may be required The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment
Benefits:

Opportunity for hybrid work schedule Salary and commissions compensation model
Job Type: Full-time

Pay: $35,000.00-$75,000.00 per year

Benefits:

Designated paid holidays Flexible schedule Paid time off
Ability to commute/relocate:

Exeter, ON: reliably commute or plan to relocate before starting work (required)
Experience:

sales: 1 year (required)
Licence/Certification:

MFDA license (required) LLQP license (required)
Work Location: In person