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Associate Advisor

  • Remote, Canada

Remote

The base salary for this position is between $60,000 - 70,000 annually. · Full-time

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Job details

Pay
The base salary for this position is between $60,000 - 70,000 annually.
Job type
Full-time
Workplace
Remote
Experience
Minimum 2 years of experience in the insurance industry, particularly in business development.
Posting language
English
Posted

Original job description

We are seeking an Associate Advisor to join our team in Winnipeg, MB.

This role focuses on providing customized financial solutions to clients in with an emphasis on individual insurance and investment products.

The Associate Advisor will:

  • Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.

  • Opportunity to sell mutual funds for those with a valid license.

  • Build and maintain long-term client relationships while ensuring high levels of professional service.

  • Support the company’s growth by helping clients achieve their financial and insurance goals.

  • Maintain full compliance with licensing requirements to sell People Corporation’s products and services.

  • Frequently travel within the region for in-person client meetings.

To be successful as an Associate Advisor at People Corporation, you will need:

  • Minimum 2 years of experience in the insurance industry, particularly in business development.

  • Demonstrated success in meeting sales targets.

  • Proven experience in lead generation, sales processes, and securing new business in a B2C environment.

  • Post-secondary education in business, sales, or marketing.

  • Strong sales and marketing skills with the ability to promote the organization’s strengths.

  • Valid or in-progress LLQP certification.

  • Deep understanding of individual insurance, investments, and related products.

  • In-depth knowledge of the individual insurance products available in the region.

  • Excellent communication and presentation skills for effective client interactions.

  • Valid driver’s license and access to a vehicle.

  • Proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing, etc.).

  • Established client base or network of potential prospects.

What's in it for you:

  • Comprehensive health and dental insurance.

  • Retirement savings plan with company contributions.

  • Health and wellness programs, including mental health support.

  • Training opportunities and assistance in obtaining professional designations.

  • Competitive compensation package.

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.

Salary Range

The base salary for this position is between $60,000 - 70,000 annually.

This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

More about this job

Responsibilities

Provide customized financial solutions to clients with a focus on individual insurance and investment products. Build long-term client relationships and maintain compliance with licensing requirements while traveling within the region for meetings.

Requirements

Requires a minimum of 2 years of insurance industry experience in business development and a post-secondary degree in business, sales, or marketing. Must possess a valid driver's license and LLQP certification (valid or in-progress).

Skills

  • Financial Planning
  • Insurance Sales
  • Business Development
  • Lead Generation
  • B2C Sales
  • Life Insurance
  • Investment Products
  • Communication Skills
  • Presentation Skills
  • Compliance
  • Marketing

Benefits

  • Health Insurance
  • Dental Insurance
  • Retirement Savings Plan
  • Company Contributions
  • Health And Wellness Programs
  • Mental Health Support
  • Training Opportunities
  • Professional Designation Assistance

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Sales
  • Consulting

Keywords

  • LLQP
  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Segregated Funds
  • Annuities
  • Mutual Funds
  • B2C
  • Financial Services
  • Wealth Management
  • Insurance Licensing
  • Business Development
  • Lead Generation
  • Client Acquisition

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