Associate Financial Advisor - CGIC Opportunities

Elevate your career with CGIC as an Associate Financial Advisor. This full-time, office-based role is perfect for sales-oriented candidates looking to thrive in financial services.
As an Associate Financial Advisor at CGIC, you will engage in outbound prospecting while supporting life, group, and wealth management products. Your primary duties will revolve around client interaction, product recommendations, and adherence to compliance guidelines in a supportive environment focused on sustainability.
Key Responsibilities:
• Develop sales strategies for life and group products
• Service the agency's wealth management portfolio
• Perform client needs analysis and cross-sell services
• Conduct risk assessments in line with guidelines
• Create marketing plans for product line growth
Requirements:
• Life License is mandatory
• At least two years of sales experience
• In-depth knowledge of insurance products
• Compliance with continuing education requiremen...