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life insurance agent
Title posted on Jobillico - Financial Security Advisor, Life Insurance
Posted on December 18, 2024 by Employer details Canadian Forces Morale and Welfare Services - CFMWS
Job details
<strong>WHO WE ARE</strong><p><span>CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.</span></p><strong>SISIP FINANCIAL</strong><p><span>A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members? financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.</span></p> <p><span>SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.</span></p><strong>THE ROLE</strong><p><span>The Financial Security Advisor, Life Insurance (FSA, LI) provides trusted advice to active and former CAF members and/or their families. As a trusted advisor to the CAF community, you will provide expert counsel covering insurance and education for the financial wellness of members. The FSA, LI analyzes members? needs, sets goals and develops a financial security strategy in collaboration with the member and their families. They help members to achieve their financial goals by recommending insurance strategies in line with their lifestyle needs and risk tolerances. </span></p> <p><span>The Financial Security Advisor, Life Insurance builds strong ties with the CAF community and generates awareness of SISIP Financial, its mission, services, policies, and procedures. As a business developer and long-term relationship builder, you will seek methods to grow your book of business while providing proactive and professional support to help members build a financially secure future by making informed and prudent choices about their current and future financial security needs.</span></p><strong>QUALIFICATIONS</strong><p><span><strong><span>Education, Certifications and Licenses</span></strong><span> </span></span></p> <p><span>College diploma in Business Administration, Commerce, Economics, or a related field</span></p> <p><span>Life License Qualification Program (LLQP) and life insurance license (Nova Scotia)</span></p> <p><span>Canadian Securities Course (CSC) or Chartered Investment Manager (CIM), an asset</span></p> <p><span>Chartered Life Underwriter (CLU), an asset</span></p> <p><span><strong><span>Experience</span></strong><span> </span></span></p> <p><span>In the provision of life and disability insurance services</span></p> <p><span>In organizing and delivering presentations</span></p> <p><span><strong><span>Competencies</span></strong><span> </span></span></p> <p><span><span>Client </span><span>focus, </span><span>organizational </span><span>knowledge, </span><span>communication, innovation, teamwork and leadership.</span><span> </span></span></p><strong>RESPONSIBILITIES</strong><p><span>Complete Insurance Needs Analysis and recommendation to enroll members in an insurance solution aligned with their needs.</span></p> <p><span>Develop a personal business plan and deepen understanding of client goals, needs and overall financial situation thro- LocationHalifax, NS
- Workplace information On site
- Salary$81,520 to $95,940YEAR annually
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #15006374
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