(Associate) Finance Adviser
Co-operators
CGIC Department: Retail Sales & Service
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant.
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. The best part is that you will work with people that care passionately about you, our clients and our communities.
Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. 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. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
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.
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.
Complete home, commercial and farm inspections as required.
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.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
A minimum of two (2) years sales experience or related business or marketing experience is preferred.
Knowledge of insurance products and strong underwriting skills is an asset.
You will travel occasionally.
Strict confidentiality with respect to client’s medical history, financial status and other personal information.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
Training and development opportunities to grow your career.
Opportunities to give back to your community.
Expected salary/hourly range $54,517.00 - $90,861.00.
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