Job description: As a Financial Advisor, this is your chance to join a team of professionals who deliver financial advice and guidance to customers and prospects exclusively by phone and/or video chat. Helping to meet the financial challenges of an expanding addressable market of consumers, the Personal Advisory Group will conduct thorough discovery sessions and deliver recommendations in line with customers’ needs. Product offerings may include: • Investment Management • Insurance and Risk Management • Estate and Business Succession Planning • Family Office • Mortgage Refinancing • General and Corporate Insurance Working alongside a group of 150 individuals which consist of recognised Mentors and Leaders. Each Associate will be trained and master the above concept. This role will guide and groom the performer into the next leadership level roles with ‘go get it’’ attitude. We will enhance: -Personal and Professional Growth -Mentorship and Coaching Our ideal candidate is a dynamic sales professional who is passionate about helping clients reach their financial goals through delivery of financial expertise, advice, and an excellent customer experience. This candidate will be integral in shaping the direction and future of the business, innovating how we best serve our clients. They should be agile in their approach and focused on driving outcomes for success by embracing new processes and technologies. How you will contribute to our team: • Deliver advice and provide solutions to customers by phone or video chat. • Educate and provide advice and guidance, including the delivery of investment, advisory, insurance and annuity product offerings. • Deliver excellent advisory support and customer service for clients around financial needs. • Effectively deliver differentiating value proposition and empower clients to navigate their financial wellness in partnership • Participate in pilot initiatives, as needed, in various customer experience efforts inclusively with Retail Digital, Advisors and other teams or affiliates. • Nurture customer relationships and close on leads through a strong lead management system. Qualifications: • Bachelor’s degree in Finance, Marketing, Operations, or equivalent work experience • 3-5 years of experience in the financial services industry • Demonstrated success as a strong communicator (verbal, written)/collaborator and driver of business outcomes • Customer-obsessed mindset with a strong ability to build relationships and trust in a virtual environment • Financial knowledge + product expertise (insurance, annuities, investments) • Understanding of the financial planning process • Sales professional who is goal driven • Should posses at least 3 certifications
