Financial Planner
Ian Murray - Desjardins Insurance Agent
Essex, Ontario, Canada
5d ago

Financial Planner - Ian Murray Insurance and Financial Services

Location : Kingsville, Ontario

PLEASE NOTE WE WILL NOT ACCEPT APPLICATION IF YOU DO NOT HAVE THE FOLLOWING :

  • Certified Financial Planner Designation
  • 5 years experience in the Financial Services Indusrty
  • Position Overview :

    We are searching for a Certified Financial Planner to build and develop our financial planning division of Ian Murray Insurance and Financial Services.

    We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

    If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

    Our office currently has over 1,500 households that do business with us through our home, auto and business insurance division, we are looking for a passionate individual to help those households grow their wealth and protect their lifestyle through comprehensive financial plans.

    On top of these existing households, we also have over 2,000 additional leads and continual warm pivots from our home and auto insurance division.

    We need your help to grow our office in, and help more clients build their wealth, achieve their dreams and reach financial freedom!

    Requirements :

  • Certified Financial Planner designation
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Proven Track record of written financial plans
  • Successful track record of meeting sales goals / quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Strong interpersonal, organizational and time management skills
  • The ability to work well under pressure with minimum supervision
  • Strong analytical and negotiation skills
  • Proficient skill with computer applications including strong working knowledge of Microsoft Office and Excel.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • You are required to have a valid driver’s license and insurance.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
  • In order to succeed :

  • Have an outgoing and dynamic personality
  • Self-motivated, results-driven and highly organized with excellent time management skill
  • Possess a positive and professional presence, exceptional verbal / written communication skill
  • Are team players and can work well independently as well as part of a tea
  • Possess an assertive hunter orientation
  • You are a high energy self-starter who possesses a strong desire and passion for success within the insurance industry.
  • You are a non-traditional thinker who is comfortable doing things differently in order to achieve results.
  • You have a strong desire to compete and the will to win.
  • Sales hunter type personality, customer focused, detail oriented, effective at multi-tasking, efficient, thorough, accurate, persistent, professional attitude & appearance, results oriented
  • Ability to work under pressure and within deadlines
  • Good listening skills and ability to determine clients’ needs efficiently
  • You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
  • You leverage information about the client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
  • You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
  • You’re an effective team player and provide guidance to support the development of your peers.
  • Ability to network, utilize social media to source, generate and acquire new client leads
  • Meet and exceed both individual and team sales targets
  • Nice to have :

  • General Insurance license
  • A Life license is an asset.
  • Insurance industry experience.
  • Financial Service Sales Experience
  • Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
  • French, German and / or Spanish-speaking would be an asset.
  • What to expect : Training Period :

    Training Period :

  • The training period will take place in Kingsville, Ontario at our established office.
  • Training may require travel to London or Aurora for product training, with expenses and accommodations paid for
  • The training period will conclude in between 1 - 3 months from start date depending on experience.
  • Post-Training

  • After the training period has concluded the successful candidate will become responsible for :
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services for financial planning
  • Follow up on Online leads and inbound calls
  • Cold call, and door to door marketing in targeted neighbourhoods in Essex County and Windsor for planning services
  • Cold call and cold walk into local small business establishments in targeted Kingsville, Windsor and Essex County areas and discuss planning services
  • Create, advertise and execute seminars
  • After Training the successful candidate will have 3 months to work up to sales goals

    Annual Goals - $4,500,000 in new AUM per year and $70,000 in new Life and / or living benefit premium per year.

    Compensation Package

  • Total Compensation $80,000 - $200,000
  • Salary $50,000-$80,000 (depending on experience)
  • Commission
  • Bonuses (annual)
  • Paid Training
  • Paid licensing
  • Benefits
  • Paid Vacation time
  • Travel Bonus
  • Paid continuing education
  • These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries.

    This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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