905-294-7526

hello@lifeplaninvestments.ca

Associate Advisor

As an Associate Advisor you will be assisting Managers and/or Senior Advisors in carrying out day-to-day operations, while learning the trade.

We provide competitive based compensation and performance bonus and education subsidy for continue educate in the field for qualified candidates.

Responsibilities

  • Manage leads/inquiries and schedule calls/meetings
  • Perform client management on behalf of LifePlan Investments
  • Assess clients’ needs and provide customized financial planning solutions
  •  Build and maintain client relationships through various prospecting activities such as networking, social media marketing, etc.
  • Build rapport with new clients and strengthen existing relationships
  • Utilize CRM to manage prospects and clients’ profiles and provide high-level service
  • Service on-going clients, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct client care calls and process renewals
  • Prepare documentation for insurers, complete applications for clients, process changes
  • Actively participate in carrier training, workshops and webinars
  • Participate in community support and philanthropic initiatives

Requirements

  • Excellent interpersonal and customer care skills
  • Excellent communication and problem solving skills
  • Strong prospecting and business development skills
  • Strong time management and organizational skills
  • Goal oriented and strong work ethic
  • Working knowledge of CRM tools and carriers software
  • LLQP or HLLQP and experience in financial service industry would be considered

Apply Now!