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Financial Solutions Associate Advisor
Job Description & How to Apply Below
The Associate Advisor will guide clients in selecting suitable life, critical illness, and disability insurance options, and also sell investment products. You will nurture client relationships and drive the company's growth by meeting their financial objectives through customized service.
Key Responsibilities:
• Deliver personalized insurance and financial product advice
• Build and maintain strong long-term client relationships
• Ensure compliance with sales requirements and regulations
• Meet clients regularly for in-person consultations
• Support business development initiatives and client goals
Requirements:
• In-progress or valid LLQP certification
• Education in business or sales-related discipline
• Strong background in insurance with at least 5 years of experience
• Excellent sales skills and track record of meeting targets
• Ability to travel for client meetings as needed
Leverage your expertise to drive success with People Corporation, delivering exceptional financial guidance.
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Position Requirements
10+ Years
work experience
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