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CFS Insurance Representative - Partner - Prairie Centre Credit Union - Jobs in Rosetown, SK

Aviso Wealth
Job LocationRosetown, SK
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Credential Financial Strategies is seeking an experienced Insurance Representative to join our fast-growing organization across west central Saskatchewan. This is a new position based on the successful growth of our existing portfolio. The successful candidate is a motivated self-starter with a high degree of professionalism and someone who is keen on building and expanding on a successful financial practice. You will report to the Manager Advisory Services.Key Responsibilities:

  • Consult with clients on personal risk management needs by analyzing data on income, assets, liability and wealth transfer objectives, in conjunction with client goals
  • Identify client needs and present appropriate solutions/strategies to meet the assessed needs
  • Provide information on a wide range of insurance products
  • Promote and support a relationship-based service environment by delivering sound advice
  • Deliver a holistic member/client-centric experience
  • Participate in client and community events
  • Achieve growth targets as set out by the corporate strategy
Qualifications:
  • 2 years sales experience in the Canadian Life insurance industry
  • Possess Life Insurance license
  • Valid CFP Designation
  • University degree, CLU, CHS, ChFC or similar designations are preferred, or commitment to work towards
  • Proven experience in meeting sales objectives
  • Proven networking and relationship building skills
Flexible and/or extended work hours may be required. Travel is required.The successful candidate will have opportunities for personal and professional growth within an environment that promotes continuous learning and cooperative values.Salary will commensurate with qualifications, experience, and education. Upon qualifying, we offer excellent employee benefits and a matched pension plan.For more information on this position you are invited to contact Bridgette Hilmoe, Manager Advisory Services, at 306-882-5659.We will be reviewing all applications the week of December 17th; however, this position will remain posted until successfully filled.To apply for this position in confidence, interested candidates can apply through the career’s opportunities page at www.aviso.caWhile we thank all applicants for their interest,only those considered for an interview will be contacted.Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Aviso Wealth Inc.Quick Apply
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