Associate Financial Advisor
$60k - $70k par annéeRoyal City Recruitment
Associate Financial Advisor
- Compensation : 60,000 - $70,000 + commissions.
- Working Model: Schomberg office- In office
- Vacation
- Benefits
About the Opportunity:
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.
This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds.
How you will create impact:- Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
- Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Proactively complete client reviews focusing on life and wealth management products.
- Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
- Complete front-line risk assessment and selection, following underwriting guidelines.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
- Mutual Fund Licence is required.
- Life License is required or working towards.
- General or other Insurance License(s) may be required depending on the specialty focus for the role.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- A minimum of two (2) years sales experience.
- Knowledge of insurance & investment products.
Performance of Core Functions:
- Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
- Strong contribution to achievement of the agency goals
- Contribution to achievement of multi-line client targets
- Strong commitment to ongoing personal and professional development
- Level of customer satisfaction as measured through client feedback
- Demonstration of client needs analysis through commitment to use of financial security planning tools
- Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
- Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
- Work independently and effectively use and apply the resources available
Impact on the Organization:
- Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
- Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
- Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
- Associate Life/Wealth Insurance Advisors are the face of the organization to our clients
What you need to know:
- You will be subject to a criminal and credit check as a condition of employment, in the event you are the successful candidate
L'offre d'emploi a été publiée il y a 25 jours
Des emplois similaires qui pourraient vous intéresserBasé sur l'offre Associate Financial Advisor à Alliston, ON
$60k par année
...Insurance Advisor - Desjardins Agent Team Member Location: Barrie, On Type: Full Time... ...Desjardins is the largest cooperative financial group in Canada, and one of the largest employers... ...sales representative, retail sales associate, or telemarketing) preferred Successful...SuggéréTemps pleinPour les contractants$50k - $60k par année
...customer experience while fostering a supportive, collaborative team environment where our people can thrive. Summary: The Service Advisor is responsible for guiding the customer through the maintenance scheduling process and repair of their vehicle. Our company is...SuggéréEmploi permanentTemps plein$86.4k - $129.6k par année
...employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice....SuggéréTemps pleinTravail au bureauLe monde entierTravail posté- ...services in their local community. Requirements: Current registration with the College of Nurses of Ontario Canadian Nurses Association (CNA) specialty certification an asset Enthusiasm and love of community care and passion for evidence-informed practice &...SuggéréRemplacementTemps pleinZone localeProgramme de réinstallationHoraires flexiblesTravail le week-endÉquipe de l'après-midi
$16.6 par heure
...experience. Your vibe and experience While previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated, what is most important is who you are....SuggéréTaux horaireTemps pleinTemps partielZone localeRecrutement immédiatHoraires flexibles$50 - $56 par heure
...WORNs and K2P WCRNs in development of posters and case studies for conference presentation Participates with professional nursing associations to develop and enhance the delivery of health care for Canadians Collaborate in local Home and Community Care Support Services (...Taux horaireTemps partielZone localeProgramme de réinstallation$37.25 par heure
...than 7 months Employment terms options Morning Day Weekend Health benefits Dental plan Vision care benefits Financial benefits ~ Bonus Other benefits Learning/training paid by employer Team building opportunities Transportation...Emploi permanentTemps pleinRelocationTravail le week-endÉquipe de jourStacked Pancake and Breakfast House
Alliston, ONil y a 10 jours$76.65k - $97.32k par année
...an asset. Other public sector experience would be beneficial. ~ Proficiency in Microsoft Office and information systems, such as financial systems, public bidding systems, and risk management would be beneficial. ~ An advanced knowledge of public procurement, municipal...Emploi permanentTemps pleinTravail au bureauLundi au vendrediHoraires flexibles2 jours par semaine- ...members feel valued, heard and empowered to do meaningful work. We offer a number of programs and benefits that support team members’ financial, personal and professional needs: ~ A competitive salary and vacation package ~ Health & Dental benefits program ~ Share...Temps pleinTemps partiel
- ...members feel valued, heard and empowered to do meaningful work. We offer a number of programs and benefits that support team members’ financial, personal and professional needs: ~ A competitive salary and vacation package ~ Health & Dental benefits program ~ Share...Temps pleinTemps partiel
$25.35 - $28.94 par heure
...semaine Avantages santé Régime de soins dentaires Régime de soins de santé Prestations des soins de la vue Avantages financiers Selon la convention collective Assurance-vie Autres avantages Stationnement gratuit disponible Autres avantages...Emploi permanentTemps partielTravail le week-endÉquipe de l'après-midiRiverwood Senior Living
Alliston, ONil y a 22 jours$37.25 par heure
...Matin Jour Fin de semaine Avantages santé Régime de soins dentaires Prestations des soins de la vue Avantages financiers ~ Prime Autres avantages Apprentissage/formation payés par l'employeur Occasions de développement de l'esprit d'équipe...Emploi permanentTemps pleinApprentissageTravail le week-endÉquipe de jourStacked Pancake and Breakfast House
Alliston, ONil y a 10 jours$25.35 - $28.94 par heure
...Evening Employment terms options ~ Weekend Health benefits Dental plan Health care plan Vision care benefits Financial benefits As per collective agreement Life insurance Other benefits Free parking available Other benefits Work Term...Emploi permanentTravail postéTravail le week-endÉquipe de l'après-midiRiverwood Senior Living
Alliston, ONil y a 22 jours$52.74k - $79.1k par année
...employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice .Travail au bureauÉquipe de jour$26.55 par heure
...employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice....Paie Bi-HebdomadaireEmploi permanentTemps pleinTravail postéÉquipe de nuitTravail le week-end$30.3 par heure
...employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice....Paie Bi-HebdomadaireEmploi permanentTemps pleinTemps partielTravail postéÉquipe de nuitTravail le week-end$44 par heure
...employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice .Paie Bi-HebdomadaireApprentissageTravail d'étéTravail postéÉquipe de nuit$44 par heure
...employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice .Paie Bi-HebdomadaireApprentissageTravail postéÉquipe de nuit
Voulez-vous recevoir plus d'offres d'emploi ?
S'abonner et recevoir des offres d'emploi similaires à Associate Financial Advisor. Soyez parmi les premiers à postuler !
