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Associate Advisor Financial Solutions
Job Description & How to Apply Below
Expand your financial expertise as an Associate Advisor with People Corporation in Burnaby, BC. Focus on providing tailored insurance and investment solutions to clients and build lasting relationships.
In this role, you will advise clients on a range of financial products, including life insurance and mutual funds. You will maintain compliance with industry licensing requirements while supporting clients in achieving their financial goals. Your experience in lead generation and sales will be essential as you meet clients in person and develop a strong customer base in the region.
Key Responsibilities:
• Advise clients on individual insurance and investment products
• Build and sustain long-term client relationships
• Comply with licensing requirements for selling financial products
• Assist clients in realizing financial and insurance goals
• Travel regionally for client meetings
Requirements:
• Valid or in-progress LLQP certification
• Post-secondary education in business or sales
• Strong knowledge of individual insurance products
• Valid driver's license and vehicle access
• Proven sales experience in a B2C environment
Utilize your expertise in insurance and investments, driving financial success for clients in this essential Associate Advisor role.
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Position Requirements
10+ Years
work experience
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