Hybrid Associate Financial Advisor at CGIC

Elevate your financial advisory career with CGIC as a Hybrid Associate Financial Advisor. This role focuses on sales activities, client contact, and product recommendations in a dynamic hybrid environment.
As a member of our Retail Sales & Service department, you will support agency operations by undertaking outbound prospecting and engaging with clients across life, group, and wealth management products. Your role involves providing personalized solutions and fostering client relationships to encourage profitable growth. Contributing to the development of personal lines products like home and auto insurance will also be part of your responsibilities.
Key Responsibilities:
• Support profitable growth in life and wealth management products
• Conduct client reviews and needs analysis for cross-selling
• Manage compliance for insurance and wealth solutions
• Perform risk assessments following underwriting guidelines
• Develop marketing plans for product areas
Requi...

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