Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Internal Wholesaler promoting a full range of Wealth Management solutions to Advisors. Collaborating with external teams to drive sales growth within a defined region.
Responsibilities
- Promoting a full range of Wealth Management solutions to Advisors
- Providing proactive sales and business building ideas
- Aligning Advisors' needs with innovative technology, product and service solutions
- Collaborating with an External Wholesaler and Territory Coordinator
- Accountable for sales growth and relationship management within a defined region
- Executing a repeatable and measurable sales process
- Staying knowledgeable on the current industry landscape and competitors
- Becoming an expert in Wealth Management solutions and strategies
Requirements
- College or University degree in a related field is preferred
- Prior sales experience in the financial services industry, ideally with familiarity in advisor practice management
- Knowledge of Wealth Management products (Annuities & Segregated Funds) and an understanding of global financial markets
- Successful completion of industry related courses such as CSC, IFIC, CFP (or working towards completion of industry related courses) is preferred
Benefits
- Health insurance
- Dental insurance
- Mental health support
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance
- Adoption/surrogacy benefits
- Wellness programs
- Employee/family assistance plans
- Retirement savings plans
- Pension plan
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays
- Paid vacation
- Paid personal days
- Paid sick days
- Statutory leaves of absence
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