Financial Advisor
Envest Financial Services
Job Description
Job Description
We are seeking driven, Life-Licensed Insurance Professionals who are ready to elevate their practice and maximize their earning potential. If you are an experienced advisor constrained by limited support, restricted markets, or inadequate compensation, our firm provides the corporate infrastructure, specialized back-office expertise, and dedicated resources you need to scale your business.
What We Offer
Company-Provided Leads: Direct access to vetted client leads and business opportunities, eliminating sole reliance on warm market prospecting.
Competitive Compensation & Ownership: Industry-leading commission structures, recurring residual income, and performance bonuses. Transitioning with an existing book of business? We offer negotiable compensation packages tailored to your portfolio.
Corporate Back-Office Support: Full in-house access to specialized legal, tax, and accounting teams to assist with complex estate and business planning scenarios.
Target Market Expansion: Advanced strategies and tools to market directly to business owners, executives, and high-net-worth professionals.
Incentives & Executive Perks: Global travel incentives, annual profit-sharing opportunities, and merit-based bonus pools.
Autonomy & Scale: The operational freedom to run your practice with the backing of an established corporate infrastructure.
Key Responsibilities
1. Conduct comprehensive financial needs analyses for prospective and existing clients.
2. Develop and execute tailored life insurance, risk management, and wealth preservation strategies.
3. Work collaboratively with our internal legal and tax specialists to structure solutions for business clients.
4. Convert company-provided leads into long-term client relationships while expanding your network.
5. Maintain complete compliance with industry regulations and company standards.
Qualifications
- Active Life Insurance License (LLQP or equivalent provincial license) in good standing.
- Proven track record in insurance sales, financial planning, or wealth management.
- Strong business acumen with the ability to communicate effectively with corporate decision-makers.
- Self-motivated, entrepreneurial mindset with a commitment to professional growth.
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