Hirejobs Canada
Register
Auckland Jobs
Canterbury Jobs
Northland Jobs
Otago Jobs
Southland Jobs
Tasman Jobs
Wellington Jobs
West Coast Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial Services Representative- Hybrid Working Model - Jobs in Vermilion, AB

The Co-operators
Job LocationVermilion, AB
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.What you’re responsible for:

  • Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
  • Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
  • Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
  • Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
  • Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
To be successful:
  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
  • You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
To join our team:
  • You have three years of experience in the financial services industry, including experience in investment and life product sales.
  • You have a post-secondary education in a related discipline.
  • You hold a Life License and Mutual Funds License.
  • You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
What to expect:
  • You are required to have your own vehicle, valid driver’s license, and insurance.
  • You will travel regularly.
  • Extended work hours, including evenings and weekends will be required.
  • 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.
Quick Apply
  • Terms & Conditions
  • New Privacy
  • Privacy Center
  • Accessibility
For Job Seekers
  • Browse Jobs
  • Advanced Job Search
  • Emplois Quebec
For Employers
  • Post a Job
  • SimplyHired OnDemand
Stay Connected

APPLY NOW

Financial Services Representative- Hybrid Working Model Related Jobs

© 2021 HireJobsCanada All Rights Reserved