About the Role
Our Financial company’s vision is to educate Canadian families on financial strategies to avoid financial ruin. We believe that by providing comprehensive knowledge and guidance, families can make informed decisions to safeguard their financial well-being. Our mission is to build a team of highly trained advisors who will deliver exceptional services and understanding to our clients. Through personalized financial & insurance planning, we aim to empower our clients to achieve long-term financial security and peace of mind.
By staying up-to-date with the latest industry trends and regulations, our advisors are equipped with the expertise to navigate complex financial landscapes. We are committed to providing our clients with the tools and strategies necessary to protect their assets, minimize risks, and maximize returns.
Responsibilities
Provide service to families and individuals in solving their financial difficulties through tailored solutions aligned to their life. Some of the products include but are not limited to:
- Life Insurance
- Disability Insurance
- Critical Illness
- Annuities from an insurance company
- Segregated Funds
- Budgeting and Financial Coaching
Qualifications
- Canadian Citizen/Permanent Resident/Open Work Permit holder
- HHLQP / LLQP Licensed. If not, we will mentor you in getting your license
- Coachable and willing to learn
- Interpersonal skills
- Passion for success
Training Provided
- 100% Assistance. You will never have to do it yourself
- Team-oriented work environment
- Business system training
- Personal development training
- Industry partner training
- Technical training and support
- One on one Mentorship with a Certified Field Trainer
- Exam preparation support
COMPENSATION & BENEFITS
Work Arrangement
- 100% Remote
- 10-30 hours per week
Business Benefits
- 100% Business & Agency Ownership – You will keep your clients or sell your client list in the future
Financial Benefits
- Great compensation program
- Commission style of payment
- Revenue sharing
- Multi-Agency ownership
- Great Passive Income
Travel Benefits
- Cruise Incentives
- Leadership Retreats
- Provider Incentives Trips
