Financial Services Independent Advisor

🕒 Agosto 13

🇨🇦 Canadá – Remoto

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

👻 Score fantasma 22%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

🗣️🇫🇷 Francês obrigatório

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Logo of Co-operators

Co-operators

5001 - 10000 funcionários

🛡️ Seguros

💸 Finanças

Insurance • Finance

A Co-operators é uma cooperativa canadense de serviços financeiros fundada em 1945 em Regina, Saskatchewan. Oferece uma ampla gama de produtos de seguro (linhas pessoais como residência, automóveis, veículos recreativos, vida e viagens; seguro para empresas e fazendas; seguro residencial e automotivo em grupo) assim como benefícios de grupo, aposentadoria e poupança em grupo, fundos mútuos e serviços de investimento. A organização opera através de serviços de consultoria e plataformas online (sinistros, gestão de apólices e painéis de controle de fundos mútuos), atende tanto clientes individuais quanto organizacionais em todo o Canadá com mais de 600 locais, e enfatiza o impacto comunitário, sustentabilidade e valores cooperativos.

Descrição

• Build strong client relationships by understanding goals and delivering tailored financial solutions • Build and grow a profitable, sustainable client portfolio through prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions • Represent Co-operators as a visible and professional independent representative • Build and operate an independent advisory practice under the Co-operators brand • Continuously develop expertise in insurance, wealth solutions, and market trends • Manage time, priorities, and sales pipeline while pursuing business goals • Distribute Co-operators products exclusively under the independent contractor agreement • Complete required background, credit, and eligibility checks

🎯 Requisitos

• Valid Insurance of person license in Quebec, or willingness to obtain it • Ongoing licensing and continuing education requirements • Experience in financial services, insurance, banking, or advice-based sales environments • Experience running your own business • Background in wealth management, B2B sales, account management, or business development • Experience in client-facing advisory or relationship-management roles • Proficiency in French and English, spoken and written • Ability to build trusted relationships and convert them into sustainable business growth • Strong sales and business-development mindset • Comfort with prospecting, networking, and creating opportunities • Clear, confident communication • Strong organization and disciplined follow-through • Client-first, advice-based approach • Resilience, accountability, and self-motivation • Ability to complete a comprehensive background check, credit check, and eligibility checks

🏖️ Benefícios

• Temporary onboarding income guarantee • Uncapped earning potential through commission-based compensation • Flexible, remote-friendly work model with autonomy over your schedule • Comprehensive onboarding, training, mentorship, and ongoing development • Enterprise-level tools • Marketing resources • Product specialists • Dedicated support teams • Backing of a trusted Canadian brand with a strong community presence and values-driven, client-first culture • Accommodations available throughout the recruitment process upon request

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