Job Detail
Position: Financial Planner Category: Sales
City: Kingsville Province : ON
Branch Name: Windsor Dress Code:
Branch Phone: (519) 250-9403 Job ID: 2013
Pay Information: $50,000 - $80,000/year Order Type: DH
Description

We are currently recruiting for a Certified Financial Planner to build and develop our financial planning division ofor our client in KINGSVILLE.

The Financial Planner will be 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

The successful candidate will have the following requirements:

  • 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 problem solving skills
  • Ability to multitask
  • Ability to make presentations to potential customers
  • Strong interpersonal, organizational and time management skills
  • Ability to work well under pressure with minimum supervision
  • Strong analytical and negotiation skills
  • Proficient in MS Excel
  • Meet all provincial licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • Valid driver’s license and insurance
  • Must be willing to Criminal Record and Consumer History background check

In order to be successful in this role, you will

  • Have an outgoing and dynamic personality
  • Self-motivated, results-driven and highly organized with excellent time management skills
  • Possess a positive and professional presence, exceptional verbal/written communication skills
  • Are team players and can work well independently as well as part of a team
  • 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

What to expect:

The training period will take place in Kingsville.  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.
Post-Training

Compensation Package:

  • Salary - $50,000-$80,000 (depending on experience)
  • Commission
  • Bonuses (annual)
  • Paid Training
  • Paid licensing
  • Benefits
  • Paid Vacation time
  • Travel Bonus
  • Paid continuing education

Please submit a copy of your resume to jobs@prostaffworks.ca

About Us
PROSTAFF Employment Solutions was incorporated in 1997. It is a locally owned and operated full service Staffing Agency committed to providing the highest level of service to both the CUSTOMER and the CANDIDATE.

Relationship building is the key to the longevity of our business. Our employees pride themselves on integrity, innovation, creativity and excellence in service, while maintaining fair and equitable treatment and hiring practices. We don't talk about excellent customer service, we deliver it!

Our office is warm and friendly with a dedicated team of professionals who differentiate themselves by listening and understanding the needs of both the customer and candidate. We understand the trust and loyalty placed upon us.

Our interview process is conducted by trained and experienced Recruiters, not order takers. Combined, our staff has over 30 years of experience in recruiting.

Our team of 8 professionals, including the Management Team, is credentialed in Business, Human Resources and Health and Safety.

Our customers tell us that our hands on experience, our personal commitment to excellence, our personalized service, confidentiality and our ethical and professional standards are the "best in the industry."

Our team is committed to meeting our customer’s goals. We provide resources, expertise and experience in the following areas:

• Management, Executive and Professional
• Administrative/Office
• Accounting/Finance
• Human Resources
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