About us: Here at Canadian House Partners Inc. we are a rapidly growing company that is redefining the real estate industry with our creative solutions. We are driven by innovation and are dedicated to maintaining the highest standards of integrity and upholding our core values.
We're looking for a Senior Financial Planner / Insurance Agent who is capable of providing top-notch insurance advice, managing client portfolios and always hungry for new business opportunities. We provide leads for clients wanting to achieve homeownership and need your skillset to help from wherever they may be in their financial journey. You will use your LLQP certification and extensive industry know-how to create customized solutions tailored to our client's needs and strive to provide above and beyond service..
Key Responsibilities:
- Assess client's financial status (including income, expenses & liabilities) and provide tailored solutions to help them achieve their goals.
- Foster strong relationships with your clients, staying organized and engaged in your communication with them to build rapport and trust.
- Provide advice on retirement planning, risk management, investments and tax planning.
- Keep yourself updated on regulations, industry trends and available products.
- Process required documentation to ensure a smooth experience for the client.
- Identify growth opportunities and areas of improvement in financial processes to drive client success.
- Offer actionable recommendations to ensure your client's continuous growth and optimization.
Requirements:
- Must have a valid LLQP (Life License Qualification Program) certificate.
- Proven track record of success in insurance sales
- Minimum 3 years of experience.
- Communication, negotiation and client relation skills must be exceptional.
- Tech savvy and able to use software such as CRM systems.
- Proactive approach to client needs and tasks.
Benefits:
- Rewards given for top performance
- We provide a fair amount of leads
- Gain visibility for your contributions
- Opportunity to be innovative and share your ideas
- Direct access to a growing environment
We look forward to hearing from you!
Job Type: Full-time
Pay: $120,000.00-$155,000.00 per year
Schedule:
Application question(s):
- How many phone calls are you able to make in a day on average?
- How do you keep yourself accountable when your manager isn’t closely monitoring your progress? Can you give an example of a time you went above and beyond without being asked?
- How do you keep your pipeline full, and what steps do you take to ensure consistent sales performance over time?
- How do you hold your team accountable for their sales performance, and what do you do when someone consistently underperforms?
- How do you motivate your sales team when they are not hitting targets, and what strategies do you use to keep morale high?
- Can you describe a time when you turned around an underperforming sales team? What specific actions did you take?
- Can you explain your approach to setting and achieving sales goals, both for yourself and your team?
- In which province(s) do you have a license?
Experience:
- Sales: 3 years (required)
Licence/Certification:
Work Location: Remote
