Career
Financial Services Advisor
British Columbia, Canada
About the Role As a FINANCIAL SERVICES ADVISOR
- You will be responsible for providing expert advice on insurance products
- Understanding client needs, and offering tailored solutions
- Your role will involve building strong client relationships
- Conducting Financial Need Analysis and ensuring compliance with industry regulations
- You will also assist clients in navigating their insurance options and support them in making informed decisions to secure their financial future
- Explain various life insurance products (term, whole life, universal life, etc.)
- Assist clients in completing applications and documentation
- Maintain ongoing relationships and provide policy reviews
- Stay updated on industry trends, products, and regulations
- Meet or exceed performance goals
Requirements
- Must have LLQP license or willing to obtain from Insurance Council of BC
- Must Canadian Citizen or Parmanent Resident/applied PR
- Excellent communication and interpersonal skills
- Ability to analyze client needs and provide tailored solutions
- Sales-driven mindset with customer-focused approach
- Ability to build trust and long-term client relationships
- Self-motivated and goal-oriented
- Basic understanding of financial products (preferred)
- An ideal candidate must haveEntrepreneurial mindset
- Strong networking abilitiesPassion for helping others secure their financial future
- Comfortable with sales and client interactions
What company offers
- Salary + performance Bonus for full timer
- Lucrative Commission + BONUS structure for part timer
- Flexible working hours
- Training and professional development support
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To apply - Email your resume to comaxlife@gmail.com