Grow your career as a Full-Time Associate Financial Advisor at CGIC. Engage clients through expert financial guidance, focusing on personalized service in a hybrid work model.
CGIC is actively seeking an Associate Financial Advisor for its Retail Sales & Service Department. This role encompasses supporting agency operations, managing portfolios in life, group, and wealth management, and performing thorough client assessments. As a bilingual representative, you will be instrumental in fulfilling client needs and maximizing sales opportunities.
Key Responsibilities: • Drive sales growth for insurance and wealth management products • Adhere to compliance regulations during client interactions • Complete proactive client reviews focusing on relevant areas • Analyze client requirements for effective cross-selling • Conduct risk assessments according to established guidelines