Associate Life and Living Benefits Advisor
Cowan Insurance Group
Brantford, Ontario, Canada
5d ago

You're a sales-driven entrepreneur †proactively getting new clients and business motivates you.

You're a relationship builder †striking a meaningful conversation with a client, industry partner or colleague excites you.

You're a problem solver - offering unique, customized wealth solutions to meet your clients' complex needs thrills you.

If you're nodding, this Associate Life and Living Benefits Advisor role in the Wealth Management team at Cowan Insurance Group may be perfect for you!

What's the ask?

Reporting to the Vice President, Wealth Management, you will be an integral member of our team responsible for generating new sales from and supporting the service needs of an assigned block of business, in collaboration with associates working in other areas of specialization.

Key responsibilities :

  • Proactively sourcing new business, managing clients and ultimately growing a solid client base
  • Develop and build relationships with new and existing clients as well as internal and external referral sources and centers-of-influence
  • Develop an understanding of each client's needs using a holistic planning approach to identify, recommend and implement the most suitable financial solutions
  • Understand and adhere to all regulatory and compliance operating standards.
  • What does it take?

  • You're a self-motivated, service-oriented individual with a passion for sales
  • You have a track record of service and sales success
  • You love networking in community and industry association events
  • 1-3 years previous hands on insurance and / or financial planning experience
  • Life License required
  • Mutual Fund License or willingness to obtain
  • Meet all provincial licensing requirements including continuing education requirements
  • University Degree / College Diploma
  • Ability to grow the business in a sales / business development capacity;
  • Excellent organizational, negotiation, analytical and interpersonal skills
  • Excellent communication skills
  • Self-starter with ability to multi-task and prioritize competing demands
  • Strong organizational and time management skills with attention to detail
  • Strong working knowledge of Excel, PowerPoint, Word, CRM and financial planning software
  • Why us?

    Challenge your thinking

    You're valued for your passion, drive and creativity and given the support to do your best work. At Cowan Insurance Group, the pace is fast but the work is meaningful, interesting and complex, just like you like it.

    Be in good company

  • Integrity matters. It drives our culture and fuels our collective desire to help our clients and communities thrive. At work, we're a team;
  • friendly, supportive and collaborative.

    Grow together

    We believe in your potential. If you're looking to develop your expertise with learning opportunities and mentoring, we'll make that happen.

    Benefits and perks

  • Competitive salary
  • Participate in our comprehensive pension and benefits plan on day one †no waiting period
  • Company-matched Registered Pension Plan
  • Company-paid training and development courses
  • Community involvement
  • Are you interested?

    Send your cover letter and resume to human.resources and share your unique story with us.

    While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

    We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position.

    Selections will be made without regard to : race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

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