Job Description
Enhance your career as an Associate Financial Advisor with CGIC, working full-time in an office environment aimed at making a community impact. Collaborate with clients to provide tailored financial solutions.
Your role will focus on supporting agency development through effective prospecting and managing life, group, and wealth management portfolios. A solid background in sales or marketing is preferred—ideally with at least two years of experience. Your skills in completing client assessments will be crucial, along with the ability to address client concerns and develop marketing strategies for different product lines.
Key Responsibilities:
• Drive the growth of life and wealth management sales
• Adhere to compliance regulations for insurance sales
• Lead client reviews and provide informed recommendations
• Execute risk assessment and underwriting processes
• Conduct necessary inspections for various insurance products
Requirements:
• Life License required...
Your role will focus on supporting agency development through effective prospecting and managing life, group, and wealth management portfolios. A solid background in sales or marketing is preferred—ideally with at least two years of experience. Your skills in completing client assessments will be crucial, along with the ability to address client concerns and develop marketing strategies for different product lines.
Key Responsibilities:
• Drive the growth of life and wealth management sales
• Adhere to compliance regulations for insurance sales
• Lead client reviews and provide informed recommendations
• Execute risk assessment and underwriting processes
• Conduct necessary inspections for various insurance products
Requirements:
• Life License required...