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Entry Level Financial Representative

Entry Level Financial Representative

Envest Financial ServicesToronto, ON, Canada
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Job Description

Job Description

Work with Us!

At Envest Our company's vision is to provide a holistic view of personal and professional financial advice for organizations and people long term. This vision includes providing options and key solutions that are otherwise missed by typical professionals. As an established professional organization, it is our mission to continuously develop a team of world class professionals who are able to provide strategic growth and opportunities for the communities in which they serve unlike any other.

This is a one-of-a-kind opportunity to work for an organization that is growing rapidly, cares about growth potential for all employees and affiliates, creates multiple streams of client networks and offers a highly competitive compensation plan.

Job Title

Entry Level - Independent Financial Representative

Job Description

What will you do?

  • Work with Certified Field Trainers (CFT's) to complete and close business through training appointments booked.
  • Connect with clients through the discovery process and help them through life events and potential roadblocks to success
  • Work with a client needs first mentality inside a digital platform or through physical meetings
  • Develop and deepen client relationships with the use of Envest’s CRM Tools and other Envest electronic forms
  • Complete and execute on your training goals
  • Increase referral base business with CFT's
  • Execute on Envest’s Vision and Mission and uphold all company values

What do you need to succeed?

  • Must have Business development and prospecting skills
  • Goal Orientated and Self Driven
  • Has a Strong Sales or Customer Service Orientation
  • Willingness to Learn and accepting of Constructive Feedback
  • Experience with Digital Platforms and Video Conferencing Tools
  • Personal Laptop with Webcam and Cell Phone

    • What’s in it for you?

  • The resources and support you require to develop into a highly successful professional in the Financial Services Industry
  • A comprehensive compensation package, bonuses and profit-sharing opportunities
  • Outstanding training programs and opportunities for career development
  • Part Time or Full Time Working Hours

    • We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Team. As you become an accredited Life Insurance Representative (HLLQP / LLQP) you provide integrated life insurance planning and advice to your new and existing network of referrals and new client acquisitions. Alongside your own prospecting and networking activity, you are fully supported by Envest Leadership who work to drive your client sales acquisitions and long-term relationships through effective discovery processes and honest sales practices.

    Inclusion and Equal Opportunity Employment

    At Envest, we embrace diversity and inclusion to create a wholistic company culture. We are committed to building inclusive teams and an equitable workplace for our employees and independent representatives to allow for openness and diversity.

    How to Apply

    Please apply by submitting this applicant survey -

    Company Description

    At Envest Our company's vision is to provide a holistic view of personal and professional financial advice for organizations and people long term. This vision includes providing options and key solutions that are otherwise missed by typical professionals. As an established professional organization, it is our mission to continuously develop a team of world-class professionals who are able to provide strategic growth and opportunities for the communities in which they serve unlike any other.

    Inclusion and Equal Opportunity Employment

    At Envest, we embrace diversity and inclusion to create a holistic company culture. We are committed to building inclusive teams and an equitable workplace for our employees and independent representatives to allow for openness and diversity.

    Company Description

    At Envest Our company's vision is to provide a holistic view of personal and professional financial advice for organizations and people long term. This vision includes providing options and key solutions that are otherwise missed by typical professionals. As an established professional organization, it is our mission to continuously develop a team of world-class professionals who are able to provide strategic growth and opportunities for the communities in which they serve unlike any other.\r\n\r\nInclusion and Equal Opportunity Employment\r\n\r\nAt Envest, we embrace diversity and inclusion to create a holistic company culture. We are committed to building inclusive teams and an equitable workplace for our employees and independent representatives to allow for openness and diversity.