Job Description
Join CGIC as an Associate Financial Advisor, specializing in sales and service within a hybrid working model. This role is perfect for relationship builders eager to enhance client experience.
In this full-time position with our Retail Sales & Service department, you will be integral in supporting agency operations via client engagement and sales. Your day will involve outbound prospecting, product recommendations, and maintaining a comprehensive portfolio across life and wealth management. You will also focus on addressing client inquiries and enhancing our product offerings in personal lines insurance.
Key Responsibilities:
• Drive sales for life and wealth management solutions
• Conduct thorough client reviews to identify needs
• Maintain compliance during product sales
• Assess risks and perform inspections as needed
• Create and implement annual marketing plans
Requirements:
• Life License required to perform duties
• At least two years of sales or re...
In this full-time position with our Retail Sales & Service department, you will be integral in supporting agency operations via client engagement and sales. Your day will involve outbound prospecting, product recommendations, and maintaining a comprehensive portfolio across life and wealth management. You will also focus on addressing client inquiries and enhancing our product offerings in personal lines insurance.
Key Responsibilities:
• Drive sales for life and wealth management solutions
• Conduct thorough client reviews to identify needs
• Maintain compliance during product sales
• Assess risks and perform inspections as needed
• Create and implement annual marketing plans
Requirements:
• Life License required to perform duties
• At least two years of sales or re...