Financial Advisor

le contenu du travail

Prodigy Personnelis a high-level recruitment firm, where our committed staff members take the time to find full-time, contract and permanent career opportunities for our associates. AtProdigy Personnel,we pride ourselves in our continual belief that connecting our clients, community, and people makes for a successful partnership.

Currently, we are assisting our client in the Burlington areawith their search for skilled and professional Financial Advisors. This is a full-time, permanent position for a leading Canadian owned insurance company with over 70 years of success. The successful candidates will be motivated, eager to learn and goal driven. Candidates must also have previous experience within the sales industry.

*This role has the luxury of working for a corporation with the benefits of feeling self-employed!*

Responsibilities Include:

• Support development of agency operation through profitability and sales growth of life, wealth and group management products and completing respective client reviews
• Prospect and sell all lines of business by completing needs analyst in accordance to Business Plans.
• Complete commercial/residential inspections and front-line risk assessment and selection, following underwriting guidelines
• Develop annual marketing plans outlining strategies and activities and productivity to contribute to over agency sales and growth goals.
• Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
• Additional duties as required

Qualifications:

• Post-secondary education completion in Finance and/or similar required
• Previous Sales experience required*
• Previous experience/knowledge in the Finance Industry
• Other than Life License (OTL) and/or LLQP or working towards
• Must be proficient with Microsoft Office Software (Excel, Word, PowerPoint, Outlook)
• Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
• Must hold valid driver’s license and have own reliable vehicle
• Must have clear criminal background and upstanding credit

Advantages:

• Competitive salary - dependent on experience
• Base salary + commission and/or bonuses offered!
• Flexible schedule
• Benefits offered such as health/dental, etc.
• Team environment with ongoing training and development

Job Types: Full-time, Permanent

Salary: $40,000.00-$65,000.00 per year

Benefits:

• Dental care
• Extended health care
• Life insurance
• On-site parking

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Work Location: In person

Job Types: Full-time, Permanent

Salary: $40,000.00-$65,000.00 per year

Benefits:

• Dental care
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Burlington, ON: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Job Types: Full-time, Permanent

Salary: $40,000.00-$65,000.00 per year

Benefits:

• Dental care
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Vision care

Schedule:

• 8 hour shift
• Holidays
• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Burlington, ON: reliably commute or plan to relocate before starting work (required)

Experience:

• Sales: 2 years (required)

Work Location: In person