Office Associate Financial Advisor

Position: In-Office Associate Financial Advisor Role
Embark on a rewarding career as an Associate Financial Advisor, supporting agency operations through proactive prospecting and client interaction, in a full-time in-office position. Specialize in life, group, and wealth management products to drive sales success.

In this in-office full-time role, you will engage with clients and prospects across different markets. Your focus will be on developing a robust sales strategy for life and wealth products, ensuring compliance with regulations. By conducting client reviews and needs analyses, you'll tailor product recommendations for each individual.

Key Responsibilities:

• Support agency growth through successful sales of financial products

• Conduct client reviews for life and wealth management portfolios

• Prospect and cross-sell all product lines as needed

• Complete front-line risk assessments and inspections

• Develop annual marketing plans to achieve sales goals

Requirements:

• Post-secondary degree or diploma required

• Life and General Insurance licenses needed

• 2+ years of sales or related business experience

• Knowledge of insurance products preferred

• Strong communication and relationship-building skills

Leverage your sales expertise and financial knowledge to make a meaningful impact for clients as an Associate Financial Advisor.
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