Insurance & Wealth Advisor

Résumé du poste

The advisor will drive the growth of life and wealth management products through sales, client reviews, and needs analysis. They are also responsible for maintaining a compliant portfolio and developing annual marketing plans to achieve agency goals.

Détails du poste

Kelly Services is recruiting on behalf of our client for an Insurance & Wealth Advisor to join a well-established and growing financial services agency in Brantford. This is an excellent opportunity for an experienced financial services professional looking to grow their career with a supportive team, an established client base, and strong earning potential. What You'll Do: Support development of the agency operation through the sales and profitable growth of life and wealth management products Service and support the life 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 Plan Complete front line risk assessment and selection, following underwriting guidelines Achieve individual goals for client service, sales, quality and productivity, and contribute to the achievement of overall agency sales and growth goals Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility Support programs to build multi-client relationships Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately Support the agency team in their daily activities What We're Looking For: 3-5 years experience in financial services, including banking, wealth management, life insurance, financial planning, or general insurance LLQP (Life License) or Mutual Fund License required (or actively working toward completion) Strong relationship-building, communication, and client service skills Comfortable using Microsoft Office and working in a technology-driven environment Valid driver's license and the ability to successfully complete a Criminal Record and Consumer History background check Additional Information: Due to the onsite nature of this role, candidates should be located within a reasonable commuting distance of Brantford and be comfortable with a daily commute of approximately 30 minutes or less. Compensation & Benefits: Base Salary: $65,000 annually plus commissions and bonuses on production Comprehensive benefits package Ongoing training, professional development, and licensing support Opportunity to work with an established client base while continuing to grow your own business Why Kelly? As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the nearly 500,000 people we employ each year. Connecting with us means getting the support, guidance and opportunities needed to take your career where you may have never imagined. About Kelly At Kelly, we’re always thinking about what’s next and advising job seekers on new ways of working to reach their full potential. In fact, we’re a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best and our employment opportunities span a wide variety of workstyles, skill levels and industries around the world Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.

Ce que vous ferez

The advisor will drive the growth of life and wealth management products through sales, client reviews, and needs analysis. They are also responsible for maintaining a compliant portfolio and developing annual marketing plans to achieve agency goals.

Exigences

Candidates need 3-5 years of experience in financial services and must hold or be working toward an LLQP or Mutual Fund License. A valid driver's license and the ability to pass background checks are also required.

Avantages

• Comprehensive benefits package • Ongoing training • Professional development • Licensing support

Compétences indiquées

• Compliance · Souhaitée
• Financial planning · Souhaitée
• Microsoft Office · Souhaitée
• Client Relationship Management · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Life Insurance Sales
• Wealth Management
• Financial Planning
• Client Relationship Management
• Needs Analysis
• Risk Assessment
• Underwriting Guidelines
• Microsoft Office
• Cross Selling
• Compliance

Domaines d’emploi

• Finance & Accounting
• Sales
• Customer Service & Support