Financial Planner

Ian Murray - Desjardins Insurance Agent - Leamington, ON (6 months ago)

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Financial Planner - Ian Murray Insurance and Financial Services
Location: Kingsville, Ontario


  • Certified Financial Planner Designation
  • 5 years experience in the Financial Services Indusrty
Position Overview:
We are searching for a Certified Financial Planner to build and develop our financial planning division of Ian Murray Insurance and Financial Services.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Our office currently has over 1,500 households that do business with us through our home, auto and business insurance division, we are looking for a passionate individual to help those households grow their wealth and protect their lifestyle through comprehensive financial plans. On top of these existing households, we also have over 2,000 additional leads and continual warm pivots from our home and auto insurance division.

We need your help to grow our office in, and help more clients build their wealth, achieve their dreams and reach financial freedom!

Certified Financial Planner designation
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Proven Track record of written financial plans
Successful track record of meeting sales goals/quotas preferred
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Proactive in problem-solving
Ability to multi-task
Ability to make presentations to potential customers
Strong interpersonal, organizational and time management skills
The ability to work well under pressure with minimum supervision
Strong analytical and negotiation skills
Proficient skill with computer applications including strong working knowledge of Microsoft Office and Excel.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
You are required to have a valid driver’s license and insurance.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

In order to succeed:
Have an outgoing and dynamic personality
Self-motivated, results-driven and highly organized with excellent time management skill
Possess a positive and professional presence, exceptional verbal/written communication skill
Are team players and can work well independently as well as part of a tea
Possess an assertive “hunter” orientation
You are a high energy self-starter who possesses a strong desire and passion for success within the insurance industry.
You are a non-traditional thinker who is comfortable doing things differently in order to achieve results.
You have a strong desire to compete and the will to win.
Sales hunter type personality, customer focused, detail oriented, effective at multi-tasking, efficient, thorough, accurate, persistent, professional attitude & appearance, results oriented
Ability to work under pressure and within deadlines
Good listening skills and ability to determine clients’ needs efficiently
You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
You leverage information about the client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
You’re an effective team player and provide guidance to support the development of your peers.
Ability to network, utilize social media to source, generate and acquire new client leads
Meet and exceed both individual and team sales targets

Nice to have:
General Insurance license
A Life license is an asset.
Insurance industry experience.
Financial Service Sales Experience
Possess in-depth knowledge of auto and property insurance products and strong underwriting skills.
French, German and/or Spanish-speaking would be an asset.

What to expect:
Training Period:
The training period will take place in Kingsville, Ontario at our established office.
Training may require travel to London or Aurora for product training, with expenses and accommodations paid for
The training period will conclude in between 1 - 3 months from start date depending on experience.

After the training period has concluded the successful candidate will become responsible for:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services for financial planning
Follow up on Online leads and inbound calls
Cold call, and door to door marketing in targeted neighbourhoods in Essex County and Windsor for planning services
Cold call and cold walk into local small business establishments in targeted Kingsville, Windsor and Essex County areas and discuss planning services
Create, advertise and execute seminars
After Training the successful candidate will have 3 months to work up to sales goals

Annual Goals - $4,500,000 in new AUM per year and $70,000 in new Life and/or living benefit premium per year.

Compensation Package

Total Compensation $80,000 - $200,000
Salary $50,000-$80,000 (depending on experience)
Bonuses (annual)
Paid Training
Paid licensing
Paid Vacation time
Travel Bonus
Paid continuing education
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.