Prospr Advisor
Core
Provide holistic Life, Health, and Wealth solutions to new and existing clients via phone and digital tools to help them achieve financial security and health goals.
Role type
Financial Advisor (Sales & Client Relationship Management)
Builds
Tailored insurance and investment solutions for individual clients
Domain
Financial Services / Insurance / Investments
Deliverable
client delivery
Required skills
Active listening, solution-oriented communication, financial needs assessment, investment risk assessment, regulatory compliance knowledge, bilingualism (French/English)
Preferred skills
LLQP or IFIC certification, CFP/Fin. Pl. designation, Salesforce.com proficiency, outbound call center experience
Responsibilities
Proactively call and engage clients to identify needs and recommend solutions; Assess clients' financial needs and recommend appropriate investment/insurance solutions; Help clients prepare for retirement using planning tools; Conduct investment risk assessments; Maintain registration and licensing in good standing; Contribute to continuous improvement of client experience and products.
Seniority
Individual Contributor, Entry to Mid-level
