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Cowan Insurance Group

Associate Life and Living Benefits Advisor

Canada-Ontario-Cambridge

Brantford Posted 13 Days Ago1560410

Company Information

A pre-eminent Canadian owned and operated insurance brokerage and consulting operation, Cowan Insurance Group represents leading national and international insurance companies. Cowan specializes in property, casualty and credit insurance, providing the best value to businesses, organizations and individuals for their insurance and risk management needs. The organization also advises and creates retirement, group benefits, disability management and international benefits programs for employee groups and offers wealth management, financial planning and succession planning services to individuals through its wholly owned financial services subsidiary. Cowan Insurance Group has over 450 employees and currently operates in ten locations across Ontario. Cowan subsidiary companies include The Williamson Group, Wentworth Financial Services, Cowan Financial Solutions and Millennium CreditRisk Management. For additional information about Cowan Insurance Group, please refer to www.cowangroup.ca.

     

We invite interested candidates submit their resume in confidence to human.resources@cowangroup.ca. While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

   

We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.


Job Description

Job Summary:

The successful candidate will be an integral member of our Wealth management team managing an assigned block of business and prospecting for new clients. The incumbent will be responsible to provide financial solutions and generate new business through effective prospecting and cross lines selling of existing clients. This individual will maintain and promote client relationships and develop new clients, centres of influence and network of referrers and act as a source of ongoing referrals to applicable internal experts.

 

Qualifications: 

  • 1-3 years previous hands on financial planning experience
  • Level II Life License Required
  • Mutual Funds License or willingness to obtain
  • University Degree/College Diploma
  • Strong working knowledge of Excel, PowerPoint, Word and CRM;
  • Ability to grow the business in a sales/business development capacity;
  • Excellent organizational, negotiation, analytical and interpersonal skills
  • Excellent communication skills
  • Self-starter with ability to multi-task and prioritize competing demand
  • Strong organizational and time management skills with attention to detail

Contact Information

Cowan Insurance Group
Karen Green
519-720-2733