Stellenbezeichnung: Life & Health Financial Advisor Standort: Toronto - Ontario - Kanada Diese Position ist auch an folgenden Standorte zu besetzen: South Western Ontario Berufsfeld: Finanz/Rechnungswesen Versicherung Art der Beschäftigung: Vol

Stellenbezeichnung: Life & Health Financial Advisor
Standort: Toronto - Ontario - Kanada
Diese Position ist auch an folgenden Standorte zu besetzen: South Western Ontario
Berufsfeld:

Finanz/Rechnungswesen
Versicherung

Art der Beschäftigung: Vollzeit
Jahres-Gehalt: 40000 USD Yearly
Eingegeben: 2013-01-19
Firma: Business Fit Canada
Stellen-Anforderungen
Erwünschter Bildungsgrad: Gymnasium/Abitur
Erwünschte Berufserfahrung : Less than 1 Year
Additional Information / Benefits
Insurance Advisor's Responsibilities
• Set up a business referral network through Centers of Influence (friends, family, clients and business associates).
• When a prospect is identified, contact him or her through a phone call, email, a letter or directly to schedule the initial meeting.
• At the initial meeting, discuss your services and your process for working with the prospect. At that time, you can complete a Fact Finder or schedule a meeting to do so.
• Manage all facets of client service (this includes meeting with investors to determine their financial position and preparing financial planning strategies).
• Implement structured investment plan for clients.
• Complete an analysis that addresses the prospects financial goals and objectives; present it to the prospect.
• Select and present product solutions that offer type of coverage requested by client that could include covering a variety of risks
• Complete application forms and order medical examinations
• Deliver the policy to the applicant
Stellenbeschreibung
Alliance Financial Group is currently seeking Financial Advisors to build and retain business. This...
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Life & Health Financial Advisor job, Toronto Ontario
Kontaktdaten
Kontaktname: Jody Bishop

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