The role focuses on the sales, service, and profitable growth of specialty insurance lines, including farm and commercial products. Key duties include advising clients on coverage, performing risk assessments, and conducting proactive portfolio reviews.
Co-operators
8 Remote Job Openings at Co-operators
Build and manage an independent financial services practice by establishing trusted relationships with community members. Provide tailored insurance and wealth solutions to help clients achieve long-term financial security.
Build and manage an independent financial services practice by establishing long-term relationships with community members. Provide tailored insurance and wealth solutions to help clients achieve financial security.
Build and manage an independent commercial insurance practice by prospecting and developing relationships with local business owners. Provide tailored risk management solutions and insurance products under the Co-operators brand to grow a sustainable client portfolio.
Build and manage an independent commercial insurance practice by prospecting and developing relationships with local business owners. Provide tailored risk management solutions and insurance products under the Co-operators brand to grow a sustainable portfolio.
Build and manage an independent commercial insurance practice by prospecting and developing relationships with local business owners. Provide tailored risk management solutions and insurance products under the Co-operators brand to grow a sustainable portfolio.
Build and manage an independent financial services practice by establishing trusted relationships within the community. Provide tailored insurance and wealth solutions to help clients achieve long-term financial security.
The advisor will acquire comprehensive knowledge of client financial situations to create goal-based investment and financial plans, advising on estate planning in collaboration with internal and external resources. Responsibilities also include providing quotes, upselling/cross-selling products, conducting front-line risk assessment, and cultivating community relationships to enhance visibility and maximize new business.
