Job Title

Job descriptionThe Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.Roles and responsibilities:Support development of the agency operation through the sales and profitable growth of life, group and wealth management productsService and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.Proactively complete client reviews focusing on life and wealth management products.Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business PlanAchieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goalsDevelop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibilitySupport programs to build multi-client relationships.Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriatelySupport the agency team in their daily activitiesWorking Conditions:Physical:Regular office environment with some evening work required and some travel outside of the office. Willing to work flexible hours according to client needs.Qualifications And Skills:Life License is requiredMutual Funds License is requiredMeet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licensesA minimum of two (2) years sales experience or related business or marketing experience is preferredKnowledge of insurance products and strong underwriting skills is an assetStrong skills in communication (verbal and written), organization, time management, client service, decision making, problem solvingCandidate must be comfortable in a technology dependent environment including proficiency with Microsoft OfficeValid drivers license may be requiredThe successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.PERFORMANCE MEASURES:Achievement of individual sales goals with a strong focus on consistent andproactive sales activityStrong contribution to achievement of the agency goalsContribution to achievement of multi-line client targetsStrong commitment to ongoing personal and professional developmentLevel of customer satisfaction as measured through client feedbackDemonstration of client needs analysis through commitment to use of financial security planning toolsSkill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelinesAttention to detail and accuracy of new business applications and paperwork as measured by audits and feedbackWork independently and effectively use and apply the resources availableImpact on the Business:Contribution to profitable growth and positive retention in the agency as measured by key indicator reportsContribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reportsImpact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential informationAssociate Life/Wealth Insurance Advisors are the face of the organization to our clientsImpact on the Client:Focus on relationship building with clients and effectively communicates with clients to deliver on the service promiseTimely delivery of services and responses to client inquiries - once and done approachImpact on Team/Staff Development:Effectiveness of working relationships with peers, agent and district management teamDemonstrated leadership ability in building a strong team environmentContribution to the motivation and engagement of the agency teamWorks cooperatively with others to accomplish objectives.Achievement of targets set both team and individualAbility and initiative to take on new and challenging assignments