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About the Role
As an exclusive Financial Advisor of Co-operators, you are an entrepreneurial-minded leader and a high achieving business builder who will manage your own insurance agency with the full support of an established company. You will build strong, visible ties to the community and cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
Responsibilities
- Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
- Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
- Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
- Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
- Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
Requirements
- 3-5 years of management experience in the insurance industry or related business experience.
- Post-secondary education in a related field.
- Hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
- Completed one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
- Subject to a Background check as a condition of employment.
Skills
- Remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved.
- Allocate time and resources to effectively manage the sales portfolio.
- Build plans focused on expanding market penetration.
- Apply an innovative mindset to improve operational efficiencies, with a client centric lens.
- Strong communication skills to influence or persuade others to adopt a specific course of action.
- Effectively facilitate mutually beneficial solutions.
- Facilitate the adoption of change.
- Create a high-performance culture through alignment of your team’s work with organizational goals.
- Use critical thinking to guide decision making.
- Apply a strategic mindset to adjust business plans based on shifting priorities.
- English is required.
- French is an asset.
Location
- Office-Based
Work Type
- 36 Month Trainee
- Full-time
Experience Level
- 3-5 years of management experience
Education Level
- Post-secondary education in a related field.
Salary/Compensations
- $65,562.00 - $109,270.00
- Eligible to participate in a sales incentive plan for additional compensation with an annual target of 10%+
Benefits
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
About the Company
- CGIC is a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society.