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Insurance and Investment Advisor

  • Mississauga, ON, Canada

Full-time

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Job details

Job type
Full-time
Apply by
Posting language
English
Posted

Original job description

VFG Financial Group is a full-service financial planning firm committed to providing individuals and businesses with fully integrated solutions to their insurance and investment needs. We offer a full range of financial products and services, including one-on-one counselling and comprehensive financial planning. VFG Financial Group is a well-respected firm that prides itself on its strong ongoing relationship and trust with its associates and clients alike. Within a competitive environment, VFG Financial Group provides its associates with an extra edge. This edge is provided by way of leading-edge technology-driven systems, exclusive marketing support programs, and continuous development programs. Our philosophy is to help you build a stronger business.

As a VFG Financial Group Advisor, you will benefit from:

  • A culture of competitive rewards and recognition
  • Have access to a full suite of tools, resources and a Sales Management Mastery Program
  • A strong presence in your community
  • Purpose - Passion - Process

Responsibilities

  • Advise clients on insurance and investment strategies and other financial decisions
  • Assess clients' overall financial conditions
  • Prepare presentations that recommend various financial products
  • Network and build relationships with new and existing client base

Why choose VFG Financial Group for your Career?

  • Learn a holistic approach to helping individuals, families & businesses
  • Own your book of business from day one
  • Opportunity to build an agency
  • Full Training, mentorship & support

Past Financial Experience Not Required.

Our Training and Development Programs are second to none as we are highly successful sales and business experts. We offer back-office support, mentoring, and ongoing training both online and in person.

Requirements

  • Self-Motivated
  • Possess an entrepreneurial mind
  • Have a fair consumer's credit rating
  • Are competent and ethical
  • Are looking for a full-time or part-time career
More about this job

Responsibilities

Advise clients on insurance, investment strategies, and other financial decisions, assess their overall financial circumstances, and recommend suitable financial products. Prepare client presentations and build relationships with new and existing clients through networking.

Requirements

Candidates should be self-motivated, entrepreneurial, ethical, and have a fair consumer credit rating. Prior financial experience is not required; full-time and part-time career options are available, with training, mentorship, and ongoing support provided.

Skills

  • Financial Planning
  • Insurance Advising
  • Investment Advising
  • Client Needs Assessment
  • Financial Product Recommendations
  • Presentation Skills
  • Networking
  • Relationship Building
  • Sales
  • Entrepreneurship
  • Ethical Conduct
  • Self-Motivation

Benefits

  • Competitive Rewards And Recognition
  • Training And Development
  • Mentorship
  • Marketing Support
  • Back-Office Support

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Sales
  • Consulting

Keywords

  • Financial Services
  • Financial Planning
  • Insurance
  • Investments
  • Financial Products
  • Client Counselling
  • Client Assessment
  • Financial Strategies
  • Sales
  • Networking
  • Relationship Building
  • Presentations
  • Business Development
  • Agency Building
  • Marketing Support
  • Sales Management
  • Mentorship
  • Training And Development
  • Back-Office Support
  • Consumer Credit

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