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Financial Associate Advisor
Job Description & How to Apply Below
Join People Corporation as a Financial Associate Advisor in Burnaby, BC, where your focus will be on delivering personalized financial services. Specialize in individual insurance and investment solutions while nurturing client relationships.
You will offer clients a diverse array of financial products, from critical illness insurance to annuities. Developing a reliable network and achieving sales targets will be part of your daily focus. Regular travel within the region for face-to-face client interactions will strengthen your impact on the business.
Key Responsibilities:
• Sell life insurance and investment products to clients
• Cultivate lasting client relationships and satisfaction
• Fulfill licensing and compliance responsibilities
• Guide clients in meeting financial objectives
• Engage in regular regional travel for client meetings
Requirements:
• LLQP certification—valid or in progress
• Relevant post-secondary education in sales or marketing
• In-depth knowledge of insurance products in your region
• Driver’s license and car availability
• Experience in lead generation and sales achievements
Leverage your insurance knowledge and marketing skills to build a rewarding career as a Financial Associate Advisor.
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Position Requirements
10+ Years
work experience
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