Position Overview
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:
β’ Analyze client financial situations for investment planning
β’ Offer estate planning advice in collaboration with resources
β’ Generate quotes and assess risks according to guidelines
β’ Strengthen community ties for greater business visibility
β’ Engage directly with clients and external service providers
Requirements:
β’ Life insurance license from AutoritΓ© des marches ...