The Opportunity
The Co-operators is looking for an Associate Financial Advisor in Shippagan, New Brunswick. The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
Bilingualism is required.
Roles and responsibilities:
• Support development of the agency operation through the sales and profitable growth of life, group and wealth management products
• Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
• Complete front line risk assessment and selection, following underwriting guidelines
• Complete home, commercial and farm inspections as required
• Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
• Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility
• Support programs to build multi-client relationships.
• Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
• Support the agency team in their daily activities
Your Qualifications
• Bilingualism (French and English)
• Life License is required
• General or other Insurance License(s) may be required depending on the specialty focus for the role.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses
• A minimum of two (2) years sales experience or related business or marketing experience is preferred
• Knowledge of insurance products and strong underwriting skills is an asset
• Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
• Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office
• Valid drivers license may be required
The Reward
• A full time position with one of the 50 Best Employers In Canada
• Opportunity for career development including education opportunities, continuous training and career planning
• Flexible schedules to manage work/life commitments including personal days off
• Commitment to staff wellness including a comprehensive employee assistance program
• A generous compensation package including a competitive salary, a pension and benefits program ranked in the Top 30 in Canada, share purchase and employee incentive programs and paid vacation
• Opportunity to give back to your community through paid volunteer days
If you are interested in a career with The Co-operators, please send your resume to debbie_daigle@cooperators.ca by June 15, 2015.
About The Co-operators
The Co-operators Group Limited is a Canadian-owned co-operative. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The Co-operators is well known for its community involvement and its commitment to sustainability. The Co-operators is ranked #3 among the 50 Best Corporate Citizens in Canada by Corporate Knights, and listed among the 50 Best Employers in Canada. For more information visit www.cooperators.ca.