Financial Advisor - Client Engagement CGIC
C
Co-operators
📍 truro, town of truro, Canada
Job Description
Become a Financial Advisor focused on client engagement at CGIC, where collaboration and personalized service meet in a hybrid work setting. This Associate role emphasizes building relationships and proactive sales.
Join our Retail Sales & Service team to enhance agency operations through targeted client interactions and sales across life, group, and wealth management. Your expertise will enable you to conduct client reviews, assess needs, and recommend appropriate financial solutions. Additionally, you'll contribute to developing personal and specialty insurance lines to meet diverse client demands.
Key Responsibilities:
• Support growth strategies for agency operations
• Conduct comprehensive needs assessments with clients
• Adhere to compliance requirements in product sales
• Complete risk assessments and conduct inspections
• Develop actionable marketing strategies for product offerings
Requirements:
• Life License is a necessity
• Two years of sales e...
Join our Retail Sales & Service team to enhance agency operations through targeted client interactions and sales across life, group, and wealth management. Your expertise will enable you to conduct client reviews, assess needs, and recommend appropriate financial solutions. Additionally, you'll contribute to developing personal and specialty insurance lines to meet diverse client demands.
Key Responsibilities:
• Support growth strategies for agency operations
• Conduct comprehensive needs assessments with clients
• Adhere to compliance requirements in product sales
• Complete risk assessments and conduct inspections
• Develop actionable marketing strategies for product offerings
Requirements:
• Life License is a necessity
• Two years of sales e...