Financial Security Advisor Remote

Position: Financial Security Advisor Remote Opportunity
CGIC is seeking a Financial Security Advisor to work independently from Quebec. This vital position focuses on building client relationships, financial planning, and community engagement.

In this role, you'll operate as a business owner while accessing extensive resources and support from Co-operators. You'll create customized financial strategies for clients, helping them navigate their insurance needs. This position emphasizes personal engagement and community presence to foster trust and expand your business opportunities.

Key Responsibilities:

• Analyze client financial situations for investment planning

• Offer estate planning advice in collaboration with resources

• Generate quotes and assess risks according to guidelines

• Strengthen community ties for greater business visibility

• Engage directly with clients and external service providers

Requirements:

• Life insurance license from Autorité des marches financiers

• 1-2 years in sales and business development

• Strong knowledge of life and wealth insurance products

• Beneficial to have strong underwriting skills

• Bilingual in English and French required

Harness your entrepreneurial spirit and financial acumen to serve clients effectively while enjoying remote flexibility in Quebec.
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