Associate Advisor

Posted 17 Days Ago
Be an Early Applicant
Winnipeg, MB, CAN
In-Office
60K-70K Annually
Junior
HR Tech • Insurance • Professional Services • Financial Services
The Role
Advise clients and sell individual insurance and investment products (life, CI, disability, health/dental, segregated funds, annuities). Build and maintain client relationships, meet sales targets, generate leads, support client financial goals, maintain licensing compliance, collaborate with internal teams, and frequently travel regionally for in-person meetings.
Summary Generated by Built In
We are seeking an Associate Advisor to join our team in Winnipeg, MB.
This role focuses on providing customized financial solutions to clients in with an emphasis on individual insurance and investment products.The Associate Advisor will:
  • Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.

  • Opportunity to sell mutual funds for those with a valid license.

  • Build and maintain long-term client relationships while ensuring high levels of professional service.

  • Support the company’s growth by helping clients achieve their financial and insurance goals.

  • Maintain full compliance with licensing requirements to sell People Corporation’s products and services.

  • Frequently travel within the region for in-person client meetings.
     

To be successful as an Associate Advisor at People Corporation, you will need:
  • Minimum 2 years of experience in the insurance industry, particularly in business development.

  • Demonstrated success in meeting sales targets.

  • Proven experience in lead generation, sales processes, and securing new business in a B2C environment.

  • Post-secondary education in business, sales, or marketing.

  • Strong sales and marketing skills with the ability to promote the organization’s strengths.

  • Valid or in-progress LLQP certification.

  • Deep understanding of individual insurance, investments, and related products.

  • In-depth knowledge of the individual insurance products available in the region.

  • Excellent communication and presentation skills for effective client interactions.

  • Valid driver’s license and access to a vehicle.

  • Proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing, etc.).

  • Established client base or network of potential prospects.
     

What's in it for you:
  • Comprehensive health and dental insurance.

  • Retirement savings plan with company contributions.

  • Health and wellness programs, including mental health support.

  • Training opportunities and assistance in obtaining professional designations.

  • Competitive compensation package.

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected].

Salary Range

The base salary for this position is between $60,000 - 70,000 annually.

This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role. 

Skills Required

  • Minimum 2 years of experience in the insurance industry, particularly in business development
  • Demonstrated success in meeting sales targets
  • Proven experience in lead generation, sales processes, and securing new B2C business
  • Post-secondary education in business, sales, or marketing
  • Strong sales and marketing skills with ability to promote the organization
  • Valid or in-progress LLQP certification
  • Deep understanding of individual insurance, investments, and related products
  • In-depth knowledge of individual insurance products available in the region
  • Excellent communication and presentation skills
  • Valid driver's license and access to a vehicle
  • Proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing)
  • Established client base or network of potential prospects
  • Mutual funds license (to sell mutual funds)
  • Willingness to frequently travel within the region for in-person client meetings
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The Company
904 Employees
Year Founded: 2007

What We Do

People Corporation is a national provider of integrated, people-oriented HR solutions in Canada. Their mission is to reimagine traditional benefits by providing expert support in group benefits, health and wellness, disability management, wealth solutions, and human resources. They help both organizations and individuals make informed choices about their wellbeing, allowing them to reach their full potential and strengthen the communities they serve.

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