Financial Planner – Retirements – Assure Wealth

Job Description

The Financial Planner/Retirement Consultant works with individuals or organizations to offer guidance on retirement plans and related financial products. They are responsible for consulting with each client (retirees) to learn more about their future financial goals and needs.

Duties and Responsibilities:

• Provide advice and planning on retirement options and products to individuals
• To provide recommendations of annuity options to members
• Provide high standard customer service
• Conduct and lead client meetings at specific service centres
• Present plan review reports to client frequently
• Handle day-to-day client inquiries timely and effectively
• Develop and manage client relationships with clients and decision makers
• Conduct group counselling and education sessions
• Generate solutions that address client needs and challenges
• Stay current with industry regulations and carry out KYC and CDD actions

Qualifications and Experience

• Bachelor’s degree in Accounting, Finance or Business-related area
• A minimum of 2 years in a similar role in an insurance intermediary
• Certificate of Proficiency in Long Term Insurance or Retirements

Other Requirements

• Driver’s license
• Intermediate experience using Microsoft Office tools
• Knowledge of insurance management and CRM software
• Knowledge of reporting