Financial Advisor - Trilingual Mandarin & Cantonese - Richmond Hill
Location
Richmond Hill, ON | Canada
Job description
Financial Advisor - Trilingual (Mandarin & Cantonese) 中文金融服务代表
(Please see below for the English language version of this Job Description.)
作为Co-operators保险的独家理财顾问，您是一个拥有企业家精神的领导者。通过Co-operators保险的全力支持，您可以独立管理并运营自己的团队。作为我们签约的独立理财顾问，您需要和社区建立牢固可靠的联系，并维持长久的客户关系。通过使用Co-operators保险的技术、工具和流程，您将帮助加拿大用户评估、确定并执行理财方案，满足他们的财务安全需求。
Financial Advisor
- 开拓新客户，讨论风险管理和财务目标，与客户回顾财务状况，帮助他们做出明智的决定。
- 建立可靠的的社区关系，提高代理团队的知名度，开拓业务机会，促进销售，达到增长目标。
- 制定和执行商业计划、运营计划和营销计划，支持可持续发展战略，帮助社区获得财务安全。
- 招募并挑选人才，指导员工，管理团队表现，促进员工发展并达到团队目标。
- 确保持有所需的执业执照，遵守道德行为守则，遵守公司规定、行业标准与法律准则。
职位描述
- 开拓新客户，讨论风险管理和财务目标，与客户回顾财务状况，帮助他们做出明智的决定。
- 建立可靠的的社区关系，提高代理团队的知名度，开拓业务机会，促进销售，达到增长目标。
- 制定和执行商业计划、运营计划和营销计划，支持可持续发展战略，帮助社区获得财务安全。
- 招募并挑选人才，指导员工，管理团队表现，促进员工发展并达到团队目标。
- 确保持有所需的执业执照，遵守道德行为守则，遵守公司规定、行业标准与法律准则。
岗位要求
- 定期拜访客户与社区居民，与他们进行会面。
- 您需要有自己的交通工具，驾照与保险。
- 可以为失去亲人或出现财务损失的客户提供支持，要求对客户隐私高度保密。
- 在招聘过程中，如果成功入选，最后录取结果将取决于您的Criminal Record与Consumer History调查结果。
理想人 选
- 专注自信，不被困境难倒，奋力追求目标，达到目标。合理分配时间与资源，管理销售组合。
- 以客户为中心，制定计划，扩大市场份额，有创新性，提高运营效率。
- 沟通能力强，可以影响或劝说他人采取互惠互利的行动。
- 结合团队与公司目标，善于改变，创造高效率与高业绩的文化。
- 通过批判性思维指导决策过程，应用战略思维，根据优先级别，调整业务计划。
加入我 们
- 有3-5年保险行业或相关行业的管理经验
- 大学以上相关专业学历 • 持有Life license和General Insurance license，持有Mutual Funds license可作为加分项
- 正在或已经完成以下证书中的一个：CFP, CLU, CHFC 或 Accredited Financial Planning Designation
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As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
What you’re responsible for:
- Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
- Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
- Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
- Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
- Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
What to expect:
- You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
- You are required have your own vehicle, valid driver’s license and insurance.
- You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
- You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
To be successful:
- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
- You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
To join our team:
- You have 3-5 years of management experience in the insurance industry or related business experience.
- You have post-secondary education in a related field.
- You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
- You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
- You must be Trilingual Mandarin & Cantonese speaking
What we offer:
- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
Job tags
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