Financial Advisor

Job Description


We seek highly motivated & Independent Financial Insurance Advisors to join our team. The ideal candidate will be responsible for providing expert advice & personalized insurance solutions to our clients. This role requires a deep understanding of various insurance products, excellent communication skills, and a client-centric approach.


Key Responsibilities:


  • Client Consultation: Conduct thorough needs assessments & financial reviews to understand clients' insurance needs, and financial goals.
  • Insurance Solutions: Recommend appropriate insurance products, including life, health, disability, long-term care, and property & casualty insurance, to meet clients' needs.
  • Policy Management: Assist clients in selecting, purchasing, and managing insurance policies, ensuring they have adequate coverage & understand policy terms.
  • Market Research: Stay updated on industry trends, insurance products, and regulatory changes to provide clients with current & relevant information.
  • Client Relationships: Build & maintain strong relationships with clients, providing ongoing support, policy reviews, and claims assistance.
  • Compliance: Ensure all activities comply with industry regulations, company policies, and ethical standards.
  • Sales Targets: Meet or exceed sales targets & business development goals through proactive client engagement, and referral generation.


Qualifications:


  • Education: A Bachelor's degree or a College Diploma is good to have, but not necessary.
  • Licensing: A valid Alberta HLLQP Insurance License is good to have, but not necessary.
  • Experience: Minimum of 1 year of experience in customer service


Skills:


  • Strong knowledge of insurance products & services. We will provide training.
  • Excellent communication & interpersonal skills.
  • Strong analytical & problem-solving abilities.
  • Proficiency in MS Office, Google Suite, or CRM software is good to have, but not necessary. We will provide training.


Attributes:


  • Self-motivated with a strong work ethic.
  • Client-focused with a passion for helping others.
  • A high degree of professionalism & integrity.
  • Ability to work independently, manage time effectively, and be organized.
  • Ability to work Remotely.


Benefits:


  • Leads Provided: Access to a steady stream of potential clients.
  • Flexible Schedule: Work remotely with flexible hours to accommodate your clients & personal life.
  • Competitive Compensation: Attractive commission structure with potential for high earnings.
  • Professional Development: Access to training programs, industry resources, and ongoing support to enhance your skills & knowledge.
  • Growth Opportunities: Opportunity to expand your client base & grow your business within a supportive, and dynamic company.

Job Types: Full-time, Part-time, Permanent

Pay: $25,000.00-$50,000.00 per year

Expected hours: 20 – 40 per week