Financial Services Representative - Life Insurance Specialist

Financial Services Representative- Life Insurance Specialist

Compensation : Salary (50,000-60,000) + Commission

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a primary focus on Life Insurance. 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.

We are seeking a motivated and knowledgeable FSR-  Life Insurance  Specialist to join our team. The ideal candidate will have a strong understanding of life insurance products, excellent communication skills, and a passion for helping clients make informed decisions about their financial security.

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 :

mindset to improve operational efficiencies, with a client centric lens.

To join our team :

What to expect :

information.