Financial Advisor - Hybrid Role at CGIC

Elevate your career as an Associate Financial Advisor with CGIC in a hybrid working model. Engage clients, identify needs, and provide tailored financial solutions in this vital role.
As an Associate Financial Advisor, you will support agency operations through outbound prospecting and sales activities. This role allows you to specialize in life, group, and wealth management products, thereby enhancing client experiences. Your main focus will be on proactive client engagement and meeting their unique financial needs.
Key Responsibilities:
• Support profitable growth in life, group, and wealth management
• Conduct client reviews for tailored financial recommendations
• Prospect and cross-sell various financial products
• Complete front-line risk assessments according to guidelines
• Respond promptly to client inquiries and concerns
Requirements:
• Life License is mandatory
• Minimum two years of sales experience preferred
• Bilingual in English and Frenc...