Financial Services Independent Advisor

🕒 il y a 1 mois

🇨🇦 Canada – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 14%

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🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Co-operators

Co-operators

5001 - 10000 employés

🛡️ Assurance

💸 Finance

Insurance • Finance

Co-operators est une société canadienne de services financiers coopératifs fondée en 1945 à Regina, Saskatchewan. Elle propose une large gamme de produits d'assurance (lignes personnelles telles que l'habitation, l'auto, le véhicule récréatif, la vie et les voyages ; assurance pour les entreprises et les exploitations agricoles ; assurance habitation et auto de groupe) ainsi que des avantages sociaux de groupe, des retraites et économies de groupe, des fonds communs de placement et des services d'investissement. L'organisation opère à travers des services de conseillers et des plateformes en ligne (demandes d'indemnisation, gestion de polices et tableaux de bord des fonds communs), et sert à la fois des clients individuels et organisationnels à travers le Canada avec plus de 600 emplacements. Elle met l'accent sur l'impact communautaire, la durabilité et les valeurs coopératives.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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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