Job Description
Embark on a rewarding career as an Associate Financial Advisor with CGIC, where you’ll support client engagement in a hybrid work model. Focus on developing agency operations and delivering tailored financial solutions.
As part of the Retail Sales & Service team at CGIC, the Associate Financial Advisor will play a pivotal role in promoting life, group, and wealth management products. You will utilize your sales expertise to conduct outbound prospecting, engage with clients, and recommend suitable financial products. This role is integral for supporting the agency’s growth while ensuring compliance with regulations.
Key Responsibilities
- Support sales and growth of life, group, and wealth products
- Conduct proactive client reviews and needs analysis
- Perform risk assessments and underwriting in accordance
- Manage home, commercial, and farm product inspections
- Develop annual marketing strategies for product goals
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