We're looking for a dynamic and motivated Associate Financial Advisor/Wealth Specialist to join our client's team, driving the development of their agency operations. This permanent role comes with excellent benefits and promises an exciting opportunity for growth within a dynamic team environment.
Location: Burlington, ON (Fully on-site)
Roles and Responsibilities
- Assist in the development of agency operations through sales and profitable growth of life, group, and wealth management products.
- Conduct client reviews with a focus on life and wealth management products.
- Prospect and cross-sell all lines of business by completing thorough needs analyses for clients.
- Conduct front-line risk assessments and selections following underwriting guidelines.
- Complete home, commercial, and farm inspections as required.
- Achieve individual goals for client service, sales, quality, and productivity while contributing to the overall achievement of company goals.
- Support programs aimed at building multi-client relationships.
- Respond to and investigate client questions and concerns, resolving client complaints, and escalating issues appropriately.
Qualifications and Skills
- Possession of a valid Mutual Funds License is a requirement.
- Minimum of 2 years of sales experience or related business or marketing experience preferred.
- Knowledge of insurance products and strong underwriting skills is an asset.
- Proficient in MS Office suite.
- Valid driver's license may be required.
- Strong communication skills.
- Proficiency in Arabic is an asset