About the Role
Launch your career with CGIC as an Associate Financial Advisor in a hybrid work environment. Focus on client engagement and deliver customized financial solutions to enhance agency operations.
As a key member of CGIC's Retail Sales & Service team, you will promote life, group, and wealth management products. This role involves leveraging your sales skills to conduct outbound prospecting and engage clients effectively. You will also ensure compliance while supporting the agency's growth through tailored financial recommendations.
Key Responsibilities:
• Support sales growth of life, group, and wealth products
• Conduct proactive client reviews and needs assessments
• Perform risk assessments and underwriting in compliance
• Manage inspections for home, commercial, and farm products
• Develop annual marketing strategies to achieve product goals
Requirements:
• Life License required; additional licenses may be need...
As a key member of CGIC's Retail Sales & Service team, you will promote life, group, and wealth management products. This role involves leveraging your sales skills to conduct outbound prospecting and engage clients effectively. You will also ensure compliance while supporting the agency's growth through tailored financial recommendations.
Key Responsibilities:
• Support sales growth of life, group, and wealth products
• Conduct proactive client reviews and needs assessments
• Perform risk assessments and underwriting in compliance
• Manage inspections for home, commercial, and farm products
• Develop annual marketing strategies to achieve product goals
Requirements:
• Life License required; additional licenses may be need...
Ready to Apply?
Submit your application today and take the next step in your career journey with Co-operators.
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