CGIC is seeking a Financial Security Advisor to work independently from Quebec. This vital position focuses on building client relationships, financial planning, and community engagement.
In this role, you'll operate as a business owner while accessing extensive resources and support from Co-operators. You'll create customized financial strategies for clients, helping them navigate their insurance needs. This position emphasizes personal engagement and community presence to foster trust and expand your business opportunities.
Key Responsibilities:
• Analyze client financial situations for investment planning
• Offer estate planning advice in collaboration with resources
• Generate quotes and assess risks according to guidelines
• Strengthen community ties for greater business visibility
• Engage directly with clients and external service providers
Requirements:
• Life insurance license from Autorité des marches financiers
• 1-2 years in sales and business ...