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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. # ]8 n5 z& k; a! K W) Y7 j* [
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Responsibilities
; m0 s8 j' \0 M•Source, build and retain your client base% a8 E& D6 }; W
•Market yourself and your business to attract new clients
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•Provide insurance needs advice based on risk assessment. z/ u" {& G, \% Q' S# p. ]
. J7 c3 H& ]! c0 b" g+ q8 V0 _•Provide strategic advice across a variety of financial products and services' R" ^( e5 R% w; u3 m$ {
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•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).
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•Understanding your individual client's needs based on their unique circumstances
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Requirements:: ~, n. q0 t. D% @8 J7 M
•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.: x# a! X: R. U+ c" F
•Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.5 f; v) N' X9 h8 g% _4 ]8 o
9 n% }" D* L% N9 p; P% s C- D6 n•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.
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•Proven ability in sales and service to financial customers.
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•Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
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) j+ m5 @( W3 W. s•Experience in engaging in and securing new business from existing and prospective customers.
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0 s6 B, R0 u- _! X. _•Expert in general banking services, including detailed knowledge of financial products and services.' Z3 B( G2 W: m" a; `- k' n5 x+ d
) \9 `2 s% g1 {3 B% m3 W) c( r•Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
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•This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
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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
$ h# _/ i9 o' m, H% Y5 t& DPlease email your recent updated resume to us at ccuehr@ccuefinance.com
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A. u. k- Z( g( n* e3 V6 {9 @' aScan the QR code below for further questions
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