Financial Advisor
Lock Search Group
Edmundson, NB
5d ago

Financial Advisor (Edmundson, New Brunswick) Our client in a financial leading company have asked Paul Melanson of Lock Search Group to assist them in their search.

He is looking for a Financial Advisor to join our client’s team in Edmundson, New Brunswick. Qualifications A minimum of 2 years insurance industry experience including sales experience.

General Insurance license and Life license is required. Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

Knowledge of insurance products and strong underwriting skills is an asset. You are required to have a valid driver’s license.

Responsibilities : Inbound sales, service and profitable growth of Life and Wealth products. Sales, service and profitable growth of both personal lines and specialty lines products.

Advise and recommend coverage's and policies that best meet client needs. Actively focus on prospecting for all lines of business by identifying and recommending additional products / services that benefit the client.

Complete front-line risk assessment and selection following underwriting guidelines and complete inspections and re-inspections.

Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. Proactively complete client reviews on the auto, home, farm and / or commercial portfolio.

If you are interested in this opportunity, please submit your resume to Paul Melanson using the "Apply" button. You may also forward your resume to pmelanson locksearchgroup.

com. Please note that while we thank all applicants, only those seriously considered will be contacted.

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