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CCUE Finance is looking for energetic professionals who are interested in starting their career in financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant.
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9 i( c% N e2 A! e/ X2 q xResponsibilities
1 U/ o: r+ x; ]6 u5 ~•Source, build and retain your client base
9 i" T- h4 r5 k•Market yourself and your business to attract new clients
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# d! b; @, n2 I( y P•Provide insurance needs advice based on risk assessment
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! l! ?8 x8 Q5 Y z•Provide strategic advice across a variety of financial products and services
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/ |9 V# s l9 u9 _•Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long-Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).. n' w; g8 Y" Z
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•Understanding your individual client's needs based on their unique circumstances) @0 ~" _$ I7 B4 o6 V4 @
1 l* u) N7 ], t+ xRequirements:' N4 l: B, s' ? G' @1 l
•Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.& l1 f, W7 c8 Z1 v5 m% b3 U8 ^0 M
•Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.* D$ {: Q8 z' ^; i$ _7 M
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•Undergraduate degree or diploma in Business Administration with one to three years of relevant experience in a financial institution or equivalent combination of training and experience.0 W6 M/ \4 t8 d# H r
' Z$ j; z8 j$ O1 u2 P+ y% A•Proven ability in sales and service to financial customers.
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$ S& i$ U6 O7 \( N5 l7 ^•Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).2 F: V- P% H7 v- y0 a) N0 e. G$ @7 n
. ]3 R: u. ]4 a, ?, w' l+ n+ ~•Experience in engaging in and securing new business from existing and prospective customers.3 Z! q0 B4 P( w' W V/ `$ s
H& L m4 E0 V/ [# |. P, M•Expert in general banking services, including detailed knowledge of financial products and services.
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1 z& x+ V! \/ d•Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC! p' G7 A2 }" F7 n1 x) E2 R
+ Y. N( B( n- z0 K•This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.6 Y& p& @' \& z% {1 U* o
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We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted$ w3 f, u, r% i7 O6 `" U/ E
Please email your recent updated resume to us at ccuehr@ccuefinance.com
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Scan the QR code below for further questions + i ~( ]. Z2 f; v2 U/ z' B
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