Job Title:

Licensed Insurance Advisor (Life)

Company:

Henley Solutions

Location:

Ottawa, ON


Opportunity

  • Experienced advisor with a rapidly growing business needs help to meet workflow demands
  • Business succession/ownership opportunity for the right candidate

Requirements

  • Completion of LLQP exam
  • Highly organized
  • Positive attitude
  • 1+ year of relevant industry experience
  • CFP/PFP designation (or in progress) would be an asset
  • Tax preparation experience would be an asset
  • Demonstrated ability to manage and grow a block of business would be an asset
  • No Bilingualism requirement

Tasks

  • Complete client appointments as needed (both in office and travel required)
  • Populate and process insurance and investment applications
  • Update client files with current financial information
  • Manage office operations as required (i.e. vacation leave)
  • Develop new relationships and client files

Compensation

  • Base salary + Bonus + Commission
  • Opportunity for Education reimbursement

All applications are strictly confidential.

Only successful applicants will be contacted.

TO APPLY:

If you have the skills and experience required for this position, please forward your resume to:

E-mail: admin@henleysolutions.com



Posted 2017-07-28








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