Job Description
Become an Associate Advisor with People Corporation in Burnaby, BC, specializing in tailored financial solutions for clients. This hybrid role emphasizes individual insurance and investment products.
As an Associate Advisor, you'll provide advice and sell life, critical illness, and disability insurance, along with health plans and annuities. You will build long-lasting client relationships while supporting financial goals. Occasional travel is needed for in-person client meetings, ensuring professional service at all times.
Key Responsibilities:
• Advise clients on life and health insurance products
• Sell and manage segregated funds and annuities
• Build and maintain strong client relationships
• Support clients in achieving their financial goals
• Ensure compliance with industry licensing requirements
Requirements:
• Valid or in-progress LLQP certification
• Post-secondary education in relevant fields
• Minimum 5 years insurance industry experience
As an Associate Advisor, you'll provide advice and sell life, critical illness, and disability insurance, along with health plans and annuities. You will build long-lasting client relationships while supporting financial goals. Occasional travel is needed for in-person client meetings, ensuring professional service at all times.
Key Responsibilities:
• Advise clients on life and health insurance products
• Sell and manage segregated funds and annuities
• Build and maintain strong client relationships
• Support clients in achieving their financial goals
• Ensure compliance with industry licensing requirements
Requirements:
• Valid or in-progress LLQP certification
• Post-secondary education in relevant fields
• Minimum 5 years insurance industry experience