Our culture is to foster a welcoming atmosphere that allows our advisors to communicate the financial knowledge to our clienteles, emphasis on their unique financial needs and work with them in accomplishing their financial goals and safeguarding their assets.
We believe in building relationships and not just sheer selling of financial products and setting sales targets. Our entrepreneurial philosophy will test you while offering opportunities for unceasing developments. We are looking for self-motivating advisors who understand the nature of the job and are passionate about surpassing client expectations with exceptional customer service.
Complete knowledge of all kind of life insurance and financial products
Generate the leads, follow them, and build relationships with leads, 100% committed to clients
Able to close leads and achieving sales
Client needs are met with ethics and compliance promptly
Communicate with clients and ensure policies and paperwork are processed and issued and renewals are met
Handle any concerns with due diligence, and be able to solve issues in a positive manner
Maintain the confidentiality of the personal information and declare the conflict of interest if any
Maintain a solid relationship with product providers and their regional directors
Attend webinars and face to face training sessions when organized by product providers
Persuasive communication skills, sales drive, and professionalism
Demonstrated abilities in exceptional customer service
Ability to illustrate and design a financial plan for clients’ unique financial needs analysis
Having a license as Full Life Agent and Accident and Sickness Insurance is an asset
Register for HLLQP [harmonized life license qualification program] from BCC / Advocis. Pls Note: Until the license is passed not able to sell and talk about insurance and financial products to the clients
Ability to learn and practice the software and design illustrations
Maintain continuous education credits as set up by the council I the province of practice
Maintain Errors and Omissions insurance for professional practice
Please note professional insurance and financial advice is a career. It's not just an occupation.
We are hiring in Alberta and Ontario. Please send your resume to HELLO@ESTATENEST.CA