Financial Advisor in Brampton
The Co-operators
- Brampton, ON
- Permanent
- Full-time
- Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals.
- Completing risk assessments and commercial inspections in accordance with underwriting guidelines.
- Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.
- Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required.
- Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You have 2-3 years of experience in commercial insurance sales and business development.
- You have a post-secondary education in a related discipline.
- You hold a General insurance license.
- You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.