Insurance Advisor - Life, Health & Wealth
$31,200–$31,200 year
On-siteCharlottetown, Prince Edward Island, Canada
Job Summary
Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs. Promote a client-first mindset in a digital environment by meeting clients when it is most convenient and develop and deepen client relationships using Salesforce and other compliant customer tools. Contribute to and be accountable for your team sales success through the achievement of individual sales goals, while increasing external networks by capitalizing on market opportunities and referrals from approved centers of influence. Regularly review individual business results and adjust activities as required to meet established targets.
Required Qualifications
- Post-secondary degree or equivalent
- Life/A&S License (HLLQP/LLQP) or the willingness to complete it prior to start date
- Business development and prospecting skills
- goal-oriented attitude
- strong ambition to succeed
- The ability to develop and maintain strong client relationships
- Professional sales experience
- entrepreneurial mindset
- An existing network of referrals and approved centres of influence
- Digital literacy using a variety of systems and tools
Desired Qualifications
- Bilingual (French & English)
- Professional sales experience in the Insurance industry
- CFP (Certified Financial Planner)
- CLU (Chartered Life Underwriter)
- CHS (Certified Health Insurance Specialist)
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