Associate Financial Advisor
Associate Financial Advisor
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$ 60000 - 70000
1 Vacancy
Job Description
Job Title: Associate Financial AdvisorLocation: Mississauga ON (Hybrid)Job Type: Full-Time PermanentSalary: $60000 $70000 per year plus Commission & Bonus
About the Role
Are you a driven financial services professional with a passion for helping clients achieve long-term financial well-being We are seeking a highly motivated Associate Financial Advisor to join our growing team in Mississauga. In this in-office role you will play an integral part in supporting and developing agency operations through prospecting client engagement and sales activities with a strong emphasis on life insurance group benefits and investment solutions.
This is an exciting opportunity for an LLQP-licensed advisor to grow within a collaborative and client-centric environment where your contributions directly impact both clients financial success and the agencys overall performance.
Key Responsibilities
Drive growth of the agency by generating sales of life insurance group benefits and wealth management products.
Support and service the agencys life group and investment portfolios while ensuring full compliance with regulatory and company standards.
Conduct proactive client reviews and needs analyses to identify gaps and recommend suitable life and wealth solutions.
Develop and execute marketing plans to achieve sales and retention goals across all product lines.
Perform front-line risk assessments and follow underwriting guidelines for product recommendations.
Cultivate multi-line relationships and maximize cross-sell opportunities across personal and business markets.
Provide timely and professional responses to client inquiries resolve complaints and escalate issues as needed.
Maintain accurate documentation of client interactions and sales activities in accordance with agency and industry best practices.
Qualifications
LLQP license (mandatory)
2 years of experience in financial services life insurance or related field is preferred
Strong understanding of life insurance investment products and group benefits
Proven ability to build relationships and trust with clients
Excellent communication interpersonal and problem-solving skills
Self-starter with a results-driven mindset and a high level of integrity
What We Offer
Competitive salary ($60000-$70000) commensurate with experience
Opportunity to develop and grow within a respected and supportive agency
Ongoing training and professional development
Tools and support needed to help you succeed
If youre a passionate and client-focused advisor ready to make an impact we want to hear from you. Join us in helping individuals and businesses secure their futures with confidence.
Apply today and take the next step in your financial services career
Lets chat
Refer to JOB ID# j-60952
ALWAYS ON THE HUNT FOR YOU
Michael Kamer
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
BIG ENOUGH TO SERVE YOU small enough to know you
Required Experience:
IC
Employment Type
Full-Time
