Financial Planning Associate

Knewin

Hanover, ON, Canada

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.

This role may have an opportunity to specialize in one or more product areas such as life, group and wealth.

They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection, following underwriting guidelines.
Complete home, commercial and farm inspections as required.
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
You are required to have a valid driver's license and insurance.
Strict confidentiality with respect to... More Detail

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