financial analyst
Title posted on ZipRecruiter -
Professional Financial Advisor
Posted on
October 03, 2024
by
Employer details
Integrum Financial Solutions Group - IFSG
Job details
<h3>Job Description</h3><div>Job Description<div><p>Job description</p><p><strong>About Integrum Financial Solutions Group (IFSG)</strong></p><p>Integrum Financial Solutions Group (IFSG) is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals offers a wide range of financial products and services, including insurance, investment planning, and retirement solutions. We work with our clients to establish their PSL Plan: for Protection, Security, and Legacy.</p><p><strong>Position Overview</strong></p><p>We seek a highly motivated and experienced Independent Financial Insurance Advisor to join our team. The ideal candidate will be responsible for providing expert advice and personalized insurance solutions to our clients. This role requires a deep understanding of various insurance products, excellent communication skills, and a client-centric approach.</p><p>Responsibilities</p><ul><li><strong>Client Consultation:</strong> Conduct thorough needs assessments and financial reviews to understand clients' insurance needs and financial goals.</li><li><strong>Insurance Solutions:</strong> Recommend appropriate insurance products, including life, health, disability, long-term care, and property and casualty insurance, to meet clients' needs.</li><li><strong>Policy Management:</strong> Assist clients in selecting, purchasing, and managing insurance policies, ensuring they have adequate coverage and understand policy terms.</li><li><strong>Market Research:</strong> Stay updated on industry trends, insurance products, and regulatory changes to provide clients with current and relevant information.</li><li><strong>Client Relationships:</strong> Build and maintain strong relationships with clients, providing ongoing support, policy reviews, and claims assistance.</li><li><strong>Compliance:</strong> Ensure all activities comply with industry regulations, company policies, and ethical standards.</li><li><strong>Sales Targets:</strong> Meet or exceed sales targets and business development goals through proactive client engagement and referral generation.</li></ul><p>Qualifications</p><ul><li><strong>Education:</strong> A Bachelor's degree or a College Diploma is good to have, but not necessary.</li><li><strong>Licensing:</strong> A valid Alberta insurance license is good to have, but not necessary.</li><li><strong>Experience:</strong> Minimum of 1 year of experience in customer support</li><li><strong>Skills:</strong></li><li>Strong knowledge of insurance products and services. We will provide training.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving abilities.</li><li>Proficiency in MS Office or CRM software is good to have, but not necessary. We will provide training.</li><li><strong>Attributes:</strong></li><li>Self-motivated with a strong work ethic.</li><li>Client-focused with a passion for helping others.</li><li>A high degree of professionalism and integrity.</li><li>Ability to work independently and manage time effectively.</li><li>Ability to work Remotely</li></ul><p>Job Types: Full-time, Part-time</p><p>Pay: $40,000.00-$90,000.00 per year</p><p>Expected hours: 10 - 40 per week</p><p>Additional pay:</p><p> </p><ul><li>Bonus pay</li><li>Commission pay</li></ul><p> </p><p>Benefits:</p><p> </p><ul><li>Flexible schedule</li><li>Profit sharing</li><li>Stock options</li><li>Tuition reimbursement</li><li>Work from home</li></ul><p> </p><p>Schedule:</p><p> </p><ul><li>Evening shift</li><li>Monday to Friday</li><li>Night shift</li><li>Weekends as needed</li></ul><p> </p><p>Work Location: Remote</p></div>Company Description<div>At IFSG, we are dedicated to empowering independent financial advisors across Canada. As a Managing General Agency (MGA), we provide top-tier tools, support, and resources to help advisors grow their businesses while delivering personalized financial solutions to their client
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LocationCalgary, AB
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Workplace information
On site
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Salary$40,531.62YEAR annually
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Starts as soon as possible
- vacancies
1 vacancy
- Source
ZipRecruiter
#89d249ee
Advertised until
2024-11-01
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