Job Description
We are looking for several Licenced LLQP Junior advisors with 3+ years of experience in Toronto or Montreal
- Provide holistic life, health, and wealth solutions to new and existing clients.
- Spend 50% of your time working within the advisor team
- Spend 50% of your time gaining exposure to the role of the Independent Contractor Advisor
- Receive the appropriate product, technical, and sales training and support required to perform the advisor role.
- Develop the skills to cultivate and develop relationships with a block of existing clients you will be assigned.
What’s in it for you?
- A competitive salary during the contract
- The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard.
- The opportunity to work in an environment committed to continuous improvement, personal growth, and career development.
This position is designed to provide you with long-term development opportunities.
What will you do?
- Inbound and proactive outbound calls to schedule face-to-face or virtual meetings with existing insurance and investment clients.
- Conduct face-to-face or virtual meetings with clients to :
- provide ongoing service to clients as required,
- Identify needs or gaps in their existing plan,
- Work closely with the district leadership and resource teams to stay current on product and regulatory updates.
- Maintain registration and licensing in good standing.
MUST HAVE :
- MUST HAVE Valid and active Life License (LLQP)
- Bachelor’s degree or 3+ years of relevant experience
- Mutual Fund and / or Insurance sales and service experience
- Strong knowledge and passion for retail insurance and investment products
- Self-motivated with a strong work ethic
- Ability to develop and maintain relationships
- Excellent communication skills, both verbal and written
- Ability to motivate others to action
- Business development skills.
NICE TO HAVE :
- Valid and active Mutual Fund License (MFDA) CFP designation
- Experience in blended or outbound Call Centre or telephone servicing
- Ability to leverage digital tools to create engaging client interactions.
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