We are a holistic insurance and investment firm with a passion for helping families, individuals, and businesses with complete insurance and investment solutions.
Over the years we have developed strong and valuable relationships and trust with associates and clients alike. We provide our brokers with leading-edge technology-driven systems, exclusive marketing support programs, and continuous development programs. Our number one priority is the broker’s prosperity.
Brokers have access to many insurance and investment companies in their offerings to be able to provide the best value for their clients. Brokers benefit from a professional, motivating, and inspiring work environment with continuous training and mentorship. We offer competitive compensation, rewards, and recognition within a growth-driven environment.
Brokers seeking additional growth, have the unique opportunity to build a team and earn overrides.
Responsibilities
- Build relationships and network to create/grow a client base
- Analyze and assess prospects/clients' financial states and determine needs
- Educate and advise prospects and clients on insurance and investment strategies based on their 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 is 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