Financial Advisor providing online consultations in finance and insurance, focusing on existing and warm leads. Using digital tools and modern approaches to assist clients in financial decisions.
About the role
- Outside Wholesaler acquiring new life insurance, disability, and critical illness business for Canada Life. Partnering with MGAs and their advisors to showcase Canada Life solutions.
Responsibilities
- Provide expertise on life insurance, disability, and critical illness products, sales strategies, the financial services industry and applicable legislation to advisors and clients
- Leverage understanding of tax and estate planning related to life and living benefits
- Apply credibility and expertise to create an excellent advisor experience
- Apply creativity, discipline, and initiative as you drive complex cases
Requirements
- 7+ years of experience in financial services or insurance industry
- Post-secondary education, preferably in finance or equivalent work experience
- Strong leadership, sales, and relationship-building skills
- Good knowledge of Canadian life insurance, disability, and critical illness products
- General understanding of tax and estate planning principles related to life insurance and living benefit solutions
- Financial services designations such as CFP, CH.F.C, PFP or CLU are considered an asset
- Ability to work independently and in a team environment
- Ability to travel throughout an assigned region using own means of transportation
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development programs
Job title
Job type
Experience level
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Degree requirement
Location requirements
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