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Advisor Service Representative (Insurance) – Hybrid / Remote - Jobs in Niagara Falls, ON

Financial Horizons Group
Job LocationNiagara Falls, ON
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Are you a team player that enjoys the satisfaction of supporting others Do you get excited about identifying high preforming individuals Are you a strong communicator and brand ambassador that was born to train others Are you looking for a career and not just another jobIf you nodded ‘yes’ to those questions, you may just be the next Advisor Service Representative to join the FHG family! Keep reading to see if this role is the right fit for you.What will you be doing in this role

  • Provide support over the phone or in person to new and existing advisors
  • Provide support and technical training on various sales platforms and back office systems
  • Identify advisors with growth potential and refer them to the Sales Managers
  • Provide advisor advocacy activities including basic inquiries to carrier partners
  • Ensure successful/efficient onboarding of new advisors including orientation to FHG processes, procedures, key contacts etc.
  • Support educational events as required
  • Facilitate training of their respective advisors so they are able to run/produce their own illustrations and/or quotes
  • Share accountability for the management of advisor debt
  • Coordinate with branch staff to log and issue CE Credits for advisors, and follow-up with carrier as required with back up/support from Event Marketing
What qualifications are required
  • Hold or is working toward a financial services designation, such as CFP, CLU or CHS is an asset
  • LLQP and Mutual Funds license is an asset
  • College Diploma, University degree, or equivalent experience
  • Bilingual in English and French is an asset
What competencies are required
  • Customer service
  • Judgement
  • Time management
  • Proactive and resourceful
  • Communication skills – verbal and written
  • Interpersonal skills
  • Adaptability
What should your experience look like
  • 2 years customer service or inside sales experience
  • Insurance and investments sales and basic product knowledge/experience
  • Knowledgeable in carrier products and sales technology including back office technologies – able to deliver advisor training
  • Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook
Benefits & Perks - As a member of the FHG family you can expect:A professional yet engaging, supportive and family like environment – our company started with 4 employees! An organization that lives and breathes its DRIVER Values.These are some of the benefits we provide:
  • 3 weeks of paid vacation
  • Excellent Group Benefits plan
  • Group Retirement Plan with employer matching
  • Flexible and supportive Personal Days for employee or family illness, emergency etc…
  • Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
  • Market leading Wellness Credit program
  • Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are weFinancial Horizons Group is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with about 30 offices right across the country. There is a lot more to us under the ‘Our Story’ section, but we’re trying to keep it short here. If youve read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! :)Quick Apply
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