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 have
Entrepreneurial mindset
Strong networking abilities
Passion for helping others secure their financial future
Comfortable with sales and client interactions
About the Company
- Salary + performance Bonus for full timer
- Lucrative Commission + BONUS structure for part timer
- Flexible working hours
- Training and professional development support