This role focuses on providing customized financial solutions to clients 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.
Valid or in-progress LLQP certification.
Post-secondary education in business, sales, or marketing.
In-depth knowledge of the individual insurance products available in the region.
Valid driver’s license and access to a vehicle.
Proven experience in lead generation, sales processes, and securing new business in a B2C environment.
Established client base or network of potential prospects.
Minimum 5 years of experience in the insurance industry, particularly in business development.
Demonstrated success in meeting sales targets.
Excellent communication and presentation skills for effective client interactions.
Deep understanding of individual insurance, investments, and related products.
Strong sales and marketing skills with the ability to promote the organization’s strengths.
Proven ability to work effectively with internal teams (accounts, marketing, underwriting, pricing, etc.).
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
- Valid or in-progress LLQP certification
- Post-secondary education in business, sales, or marketing
- In-depth knowledge of individual insurance products available in the region
- Valid driver's license and access to a vehicle
- Proven experience in lead generation, sales processes, and securing new B2C business
- Established client base or network of potential prospects
- Minimum 5 years of experience in the insurance industry, particularly in business development
- Demonstrated success in meeting sales targets
- Excellent communication and presentation skills
- Strong sales and marketing skills and ability to work with internal teams (accounts, marketing, underwriting, pricing)
- Comply with licensing requirements to sell company products and services
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.
