Insurance & Investment Advisor at Joseph Saldua - Insurance Broker

Our firm assists individuals, families, and businesses with their insurance and investment needs.

Through our many years in business, we have developed strong and valuable relationships and trust with associates and clients alike. The advisors at our firm benefit from technology-driven systems,  marketing support programs, and continuous development. Advisor’s prosperity is our number one priority.

Our Advisors have access to 20+ insurance and investment company offerings to be able to provide the best value to their clients. We provide a professional, motivating and inspiring office environment with continuous mentorship and training. We have competitive compensation, recognition and rewards within a growth-driven environment.

Advisors who aspire for  additional growth, have the unique opportunity to build a team and earn overrides.

Responsibilities

• Network and build relationships to create/grow a client base
• Educate and advise prospects and clients on insurance and investment strategies based on their needs
• Analyze and assess prospects and clients' financial states and determine needs
• Prepare presentations for holistic recommendations

Why grow your career with us?

• Help Canadians with a holistic approach to financial planning
• Own your book of business from day one
• Opportunity to build a team
• Full Training, mentorship & support
• Professional Environment
• Industry-leading training programs and mentorship

Past financial experience not required.

Requirements

• Self -Motivated
• Coachable / Open to learning
• Have a fair credit rating
• Are competent and ethical
• Are looking for a full-time or part-time career